NVDA · News · 20261105N

Optical Connectivity Demand

NVIDIA CORP · 2026-11-05 · Importance 45 · Surprise 64

Coherent cited major AI-related contracts, including a reported $20 billion PhotonLink deal, as drivers of expected pro forma revenue growth above 60% in fiscal 2027. The company has a non-exclusive partnership with NVIDIA and expanded its in-house indium phosphide capacity. The reporting described Coherent as one of the few independent optical suppliers after Marvell's announced acquisition of Lumentum, while noting that Coherent's targets depend on delivering near-term revenue and PhotonLink goals.

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