Coherent – a well-positioned photonics champion capitalizing on multiple bottlenecks of the AI boom!

Coherent is for me one of the most convincing suppliers of AI infrastructure, especially because the company does not depend on a single product. Simply put, Coherent provides the optical technology that enables data centers to move huge amounts of data via light—and this data traffic is exploding with every new AI cluster. What particularly impresses me is the vertical integration: Coherent covers the entire chain from raw materials through individual components to complete systems. The recent announcements surrounding the ECOC fair demonstrate...