Coherent ranks 19 on the AI Infra 100 with a score of 96; Lumentum ranks 85 with 85. Coherent is ahead on deployment, positioning, firepower and leverage. Level on production, commercials, progress and technology. Coherent is based in Saxonburg, United States, Lumentum in San Jose, United States. Coherent is named in 143 signals and Lumentum in 312.
Coherent develops and manufactures optical transceivers, lasers, VCSELs, silicon-photonic products and optical circuit switches for AI data-center networks.
Darker bar: ahead of the other company on that measure.
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.
143 signals name Coherent.
108 facts on file.
Lumentum makes optical transceivers, lasers, optical circuit switches and photonic components for AI data-center, cloud and telecom networks.
Darker bar: ahead of the other company on that measure.
Optical component and module maker (lasers, optical circuit switches, cloud transceivers) whose growth now comes from in-rack optics: CPO lasers, external laser sources and near-packaged optics for hyperscalers.
312 signals name Lumentum.
239 facts on file.
Coherent ranks 19 on the AI Infra 100 with a score of 96; Lumentum ranks 85 with 85. Coherent is ahead on deployment, positioning, firepower and leverage. Level on production, commercials, progress and technology. Coherent is based in Saxonburg, United States, Lumentum in San Jose, United States. Coherent is named in 143 signals and Lumentum in 312.
Coherent ranks 19 on the AI Infra 100 with a score of 96; Lumentum ranks 85 with 85. Coherent is ahead on deployment, positioning, firepower and leverage. Level on production, commercials, progress and technology. Coherent is based in Saxonburg, United States, Lumentum in San Jose, United States. Coherent is named in 143 signals and Lumentum in 312. Both company files carry the scores on eight measures, the facts with sources and the latest signals.
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