Coherent develops and manufactures optical transceivers, lasers, VCSELs, silicon-photonic products and optical circuit switches for AI data-center networks.
The largest optical transceiver and laser supplier to AI data centers (800G and 1.6T datacom, indium phosphide lasers, optical circuit switches, co-packaged optics), with Nvidia as a $2B strategic investor; indium phosphide capacity is the bottleneck it names.
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Coherent develops and manufactures optical transceivers, lasers, VCSELs, silicon-photonic products and optical circuit switches for AI data-center networks. The largest optical transceiver and laser supplier to AI data centers (800G and 1.6T datacom, indium phosphide lasers, optical circuit switches, co-packaged optics), with Nvidia as a $2B strategic investor; indium phosphide capacity is the bottleneck it names.
Coherent ranks 19 of 100 on the AI Infra 100 (November 2026 edition) with a score of 96 out of 100, in Optical & photonic interconnect (Networking & interconnect). Assessment by Frontier Tech Intelligence.
Dongshan Precision (rank 13), Corning (rank 28), Innolight (rank 29), T&S Communications (rank 35), Huagong Tech (rank 55), Prysmian (rank 56).
Coherent is based in Saxonburg, Pennsylvania, United States.
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