Glass And Light: The Infrastructure Layer Of The Quantum Market Is Missing
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WisdomTree5.85K FollowersFollow5ShareSavePlay(21min)CommentsSummaryNvidia’s multibillion-dollar investments in Lumentum, Coherent and Corning to scale AI photonics infrastructure may also be accelerating the manufacturing base needed for future quantum computing, creating a potential long-term tailwind that the market has yet to fully price in.While quantum revenue remains immaterial today, companies such as Lumentum, Corning and Cisco occupy critical positions in lasers, fiber optics and networking systems that could become indispensable as quantum computers scale from isolated machines to connected, distributed architectures.For investors considering the WisdomTree Quantum Computing Fund, the convergence of AI-driven infrastructure spending and emerging quantum networking requirements highlights a five-to-ten-year opportunity where today’s photonics leaders could become tomorrow’s quantum infrastructure providers. blackdovfx/iStock via Getty Images By Christopher Gannatti, CFA In April 2026, Nvidia (NVDA) invested $4 billion in photonics firms Lumentum (LITE) and Coherent (COHR) through nonexclusive supply agreements aimed at securing capacity for AIThis article was written byWisdomTree5.85K FollowersFollowIn 2006, WisdomTree launched with a big idea and an impressive mission — to create a better way to invest. We believed investors shouldn’t have to choose between cost efficiency and performance potential, so we developed the first family of ETFs designed to deliver both. Today, WisdomTree offers a leading product range that offers access to an unparalleled selection of unique and smart exposures.