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[ARTICLE · art-94612] src=io-fund.com ↗ pub= topic=ai-infrastructure verified=true sentiment=↑ positive

Coherent Q4: AI Optics to Drive $3B in Quarterly Revenue

Coherent Corp. reported fourth-quarter revenue of $3 billion, driven by demand for AI-related optical components and photonics products. The company's CEO, Jim Anderson, said the AI optics segment is expected to remain a key growth driver in the coming quarters.

read1 min views1 publishedAug 13, 2026

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source & further reading
io-fund.com — original article Lumentum FQ4: The AI Optics Winner Keeps Winning Western Digital FQ4: HAMR to Ramp in CY27; LTAs Need More Clarity Cloudflare Q2: The Agentic AI Inflection is Beginning
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