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As the artificial intelligence (AI) industry expands rapidly, the demand for high-performance computing and data transmission is increasing, yet optical networking — a critical component of AI infrastructure — is often overlooked. This article highlights how optical networking plays a vital role in

While NVIDIA dominates the AI market as the leading producer of data center GPUs, the rapid growth of AI is also driving strong demand for optical networking technologies. This article focuses on Coherent, a photonics company backed by NVIDIA, which is emerging as a key player in AI infrastructure.

NVIDIA's recent emphasis on optical networking technology highlights the growing dependence of AI infrastructure on light-based solutions, driving the semiconductor industry toward more efficient and high-speed data transmission technologies. Coherent's new AI chip manufacturing facility in Texas re

While NVIDIA dominates headlines in the booming artificial intelligence (AI) market as the leading producer of data center GPUs, a lesser-known optical networking stock—Coherent (COHR)—has outperformed NVIDIA significantly over the past 12 months, with its stock surging more than 400% compared to NV

While NVIDIA dominates headlines in the booming artificial intelligence (AI) market as the world's largest producer of data center GPUs, a lesser-known optical networking stock, Coherent (COHR), has outperformed NVIDIA significantly over the past 12 months, with its stock surging more than 400% comp