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Nvidia, Coherent and Lumentum

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 · 1d
Nvidia invests $4B in co-packaged optics suppliers Lumentum, Coherent
Last March, Nvidia debuted two data center switch families that use an emerging packet transmission technology called co-packaged optics, or CPO. Lumentum and Coherent both make laser components for CPO systems. In September, the former company launched an effort to grow its CPO component production capacity.

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DatacenterDynamics · 1d
Nvidia invests $2bn in optics solutions supplier Coherent
 · 2d
Coherent and Lumentum shares pop on Nvidia deals. Why optical stocks are so hot these days.
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