A Bottleneck in the Adoption of AI is the Network Infrastructure and This Company Benefits!
Coherent is a winner of the massive investments in AI data centers from Meta, Oracle & Co. The 24 P/E ratio still has room for growth!
New products like the 1.6T and 3.2T transceivers will also drive growth in the upcoming quarters.
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When AMD presented itself at an investor conference last month, the company made an interesting statement. A bottleneck in the infrastructure for the widespread adoption of AI is not computing power or software, but the network infrastructure. As ever-larger amounts of data are transmitted from distributed systems, fast data transmission is essential, for example, when a query is initiated with ChatGPT. A beneficiary of the expansion of data centers and thus the need for network infrastructure is Coherent. The company is a leader in optics and...
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