Coherent has all of the right products to potentially become a sizable player in AI networking. Primarily, Coherent’s growth story centers around supplying Nvidia with pluggable optical transceivers (400G, 800G, 1.6T) including EML lasers, VSCEL lasers and CW lasers, and emerging CPO technologies for next-generation switches and interconnects. What Coherent must navigate is that other companies also offer optical interconnects, and thus, competition is heightened in the datacom transceivers...
