Coherent

Coherent is an optical-components manufacturer (ticker: COHR) that produces critical photonic technologies for artificial intelligence chip production and data center infrastructure.

The company recently broke ground on a major manufacturing facility expansion in Sherman, Texas, designed to significantly increase its output of AI optical chips. Nvidia participated in the groundbreaking ceremony, reflecting the close partnership between the two companies in advancing AI infrastructure.

Coherent's optical components are essential for chip-to-chip communication and data center connectivity in high-performance AI systems. The expansion represents substantial domestic investment in specialized semiconductor manufacturing capacity, underscoring Coherent's strategic importance in the global competition to develop and produce advanced AI infrastructure.