NYSE:COHRElectronic
What Coherent (COHR)'s NVIDIA AI Datacenter Deal and Indium Phosphide Pivot Mean For Shareholders
In recent days, Coherent has deepened its partnership with NVIDIA through a US$2.00 billion investment focused on next-generation optical and photonics technologies for AI datacenters, while also confronting tighter Chinese export controls on indium phosphide used in its high-speed optical chips.
What stands out is how Coherent is pairing this major AI infrastructure opportunity with an active response to supply chain and geopolitical pressure, ramping internal indium phosphide production...