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Coherent

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13:24
2026-06-17
letsdatascience.com
ai-infrastructure

Coherent Breaks Ground on Texas InP Fab

Coherent broke ground on an expanded indium phosphide wafer fab in Sherman, Texas, with NVIDIA CEO Jensen Huang and Coherent CEO Jim Anderson attending the June 16 ceremony. The facility, supported by…

16:57
2026-06-04
letsdatascience.com
ai-infrastructure

Photonics Challenges Copper Bottleneck in AI Infrastructure

Nvidia has committed at least $6.5 billion to photonics companies since March 2026, including investments in Coherent, Lumentum, Marvell, and Ayar Labs, as AI data-center builds expose the physical li…

09:00
2026-06-02
infoworld.com
artificial-intelligence

Will the hyperscalers own AI workloads forever?

U.S. technology companies including Alphabet, Amazon, Meta, and Microsoft are expected to spend roughly $650 billion on AI-related infrastructure in 2026, up from $410 billion in 2025, as the demand f…

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