OrganizationPhotonics/Optics
Coherent
American manufacturer of lasers, optics, and photonics components.
coherent.comCovered in 3 articles · June 2026
Coverage · About Coherent
Apr 9, 2026
NVIDIA's $4 Billion Photonics Bet Is an Admission: The AI Buildout Has a Materials Problem
NVIDIA's $4B investment in Lumentum and Coherent signals indium phosphide scarcity and power equipment lead times are gating $2.52T AI spending forecast.
Apr 9, 2026 · By SCN Staff · 12 min read
Mar 16, 2026
NVIDIA's $4 billion photonics bet tells you where copper dies
Investments in Coherent and Lumentum, OFC 2026 timing, and the conspicuous absence of NVLink CPO. NVIDIA knows optical interconnects are the next bottleneck, and it's moving to own the solution.
Mar 16, 2026 · By SCN Staff · 7 min read
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