2 Lesser-Known Photonics Firms May Play an Outsized Role in AI

Glowing fiber optic cables in a lab symbolize Coherent’s role in AI photonics infrastructure growth. Key Points In early March, NVIDIA made a key investment of $2 billion each in two photonics firms, sparking renewed interest in this lesser-known technology that could have big implications for AI. Coherent was one of the beneficiaries of NVIDIA's investment, with momentum supported by production increases, data center business growth, and more. Nova is another company operating adjacent to these firms ...