Company file
NVIDIA
Optical ecosystem investment
A file built from our published coverage, not a complete corporate profile or a live confirmation of transaction status. Dates refer to the underlying sources.
Event timeline
CScale exits stealth with $145M for reliable optical scale-up interconnect
Atreides Management and Valor Equity Partners led the Series C, with Premji Invest as co-lead; Sutter Hill Ventures and Maverick Silicon also participated, while NVIDIA and Intel Capital joined as strategic investors. The round brings total funding to $188M for an integrated light engine designed to contain optical failures across multi-rack AI systems.
Watch: Look for independent qualification and demonstrated failure containment at rack scale.
CScale ↗iPronics raises $125M with NVIDIA backing to scale optical circuit switching
Maverick Silicon and Light Street Capital co-led the Series B, with NVIDIA and investors including Bosch Ventures, Catalight Capital and the EIC Fund participating. The round brings total funding to $177M and will scale commercial deployment of the silicon-photonics iPronics ONE rack-level optical switch.
Watch: Look for named deployments and optical circuit switching at production scale.
iPronics ↗NVIDIA invests $2B in Marvell and expands its silicon photonics alliance
The partnership extends the NVLink Fusion ecosystem and strengthens the bridge between accelerated computing, switching and optical connectivity.
Watch: Look for a named optical implementation and customer qualification milestones.
NVIDIA ↗NVIDIA commits $4B to Coherent and Lumentum, securing optical capacity
Two separate $2B strategic investments pair long-term purchasing commitments with access to future laser and optical networking capacity.
Watch: Separate investment closing, new fab capacity and shipments under the purchase commitments.
NVIDIA / Coherent / Lumentum ↗