AI Sec Watch: A Security Intelligence Platform for AI Systems

Luu, T.J.

Nvidia to invest $4 billion in two photonics companies

infonews

industry

Source: CNBC TechnologyMarch 2, 2026

Summary

Nvidia is investing $4 billion total ($2 billion each) in two U.S. companies, Lumentum and Coherent, that develop photonics technologies (systems using light for sensing and data transfer). These investments include multi-billion dollar purchase commitments and aim to support Nvidia's AI infrastructure expansion by securing advanced optical and laser components needed for large-scale AI data centers.

Classification

Attack SophisticationModerate

AI Component TargetedInference

Affected Vendors

NVIDIA

Related Issues

medium

CVE-2022-29200: TensorFlow is an open source platform for machine learning. Prior to versions 2.9.0, 2.8.1, 2.7.2, and 2.6.4, the implem

Same vendorNVD/CVE Database

critical

CVE-2024-5452: A remote code execution (RCE) vulnerability exists in the lightning-ai/pytorch-lightning library version 2.2.1 due to im

Same vendor

Original source: https://www.cnbc.com/2026/03/02/nvidia-investment-coherent-lumentum.html

First tracked: March 2, 2026 at 11:00 AM

Classified by LLM (prompt v3) · confidence: 75%