#optical-interconnects

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Tech industry
from24/7 Wall St.
4 days ago

Coherent CEO says NVIDIA supply deal is 'multibillion dollar' and stretches to end of decade

NVIDIA's multibillion-dollar long-term supply agreement with Coherent through decade's end represents a structural shift embedding Coherent deeply in AI infrastructure, centered on silicon photonics and optical interconnects technology.
Venture
from24/7 Wall St.
1 month ago

Lumentum Leaps Nearly 8% During AI Optics Boom

Optical interconnects are crucial for data center scaling, creating major investment opportunities in optics companies like Lumentum, Coherent, Finisar, and Sienna.
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