NVIDIA is committing $2.0B in a multiyear optics deal with Coherent, providing significant strategic funding and demand visibility. The investment underpins capacity expansion to meet AI-related optics demand and improves Coherent's long-term growth prospects. This partnership materially de-risks funding and could be sector-moving for AI hardware suppliers.
NVIDIA is committing $2.0B in a multiyear optics deal with Coherent, providing significant strategic funding and demand visibility. The investment underpins capacity expansion to meet AI-related optics demand and improves Coherent's long-term growth prospects. This partnership materially de-risks funding and could be sector-moving for AI hardware suppliers.
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