#ai-datacenter

[ follow ]
#16t-transceivers #indium-phosphide-manufacturing #vcsel-supply-apple #nvidia-gb200 #nvlinknvswitch
from24/7 Wall St.
5 days ago

What To Expect On Coherent (COHR) Q1 Earnings Coverage

Coherent ( Nasdaq: COHR) reports fiscal first-quarter 2026 results after the close. The photonics and semiconductor equipment supplier is coming off a strong FY25, up 47%, fueled by booming AI datacenter demand and double-digit earnings growth. Shares have risen sharply in recent months, reflecting optimism that management can sustain that momentum into FY26. Last quarter, Coherent reported normalized EPS of $1.00, beating consensus by 8.7%, on revenue of $1.53 billion, up 16% year-over-year.
Apple
Artificial intelligence
fromTechzine Global
1 month ago

Microsoft unveils 'world's most powerful AI datacenter'

Microsoft's Fairwater is a 315-hectare AI datacenter using Nvidia GB200 servers and a high-bandwidth architecture to function as the world's most powerful AI supercomputer.
Tech industry
fromTheregister
3 months ago

Arista pushes Ethernet for AI, downplays effect of tariffs

Arista Networks anticipates that the AI datacenter industry will increasingly adopt open standards like Ethernet and UALink.
[ Load more ]