On March 2, 2026, Lumentum, a leader in optical and photonic technologies, and NVIDIA announced their multiyear strategic agreements to accelerate innovation in advanced optics technologies and NVIDIA’s $2 billion equity investment in Lumentum to support R&D, future capacity and operations as Lumentum builds out its U.S.-based manufacturing capabilities in a new fab. This expanded collaboration will draw on the strengths of NVIDIA’s leadership in AI, accelerated computing and networking, and Lumentum’s leadership in optics and advanced manufacturing. Wilson Sonsini Goodrich & Rosati advised Lumentum on the transaction.

The Wilson Sonsini team that advised Lumentum was led by Lisa Stimmell, Rob Ishii, and Rich Mullen. The team also included:

M&A
Brian Chan
Zheng Zhou
Yifeng Li

Corporate
Helen Qi
Sasha Bobrowicz
Jinny Park

Tax
Myra Sutanto Shen
Robert Sherrill

Technology Transactions
Barath Chari

Antitrust and Competition
Jamillia Ferris
Deirdre Carroll
Kimberley Biagioli

National Security
Joshua Gruenspecht
Seth Cowell

For more information, please see NVIDIA's news release. Additional coverage can be found on The Wall Street Journal and Reuters.