At what price did Lam Research split?
Nvidia announced a strategic investment of $2 billion in Lumentum in early 2026 as part of a larger $4 billion investment strategy aimed at bolstering optical component manufacturing for AI data centers. This investment, alongside a similar $2 billion commitment to Coherent, was designed to reshape the economics of AI infrastructure by securing critical high-speed optical supply chains, rather than representing a traditional share-buy price in the retail market sense.
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