Map / AI chips and networking
Coherent COHR
Lasers and optical modules; took about $2B from Nvidia for priority capacity.
Chokepoints it holds
Depends on
No sourced links yet.
Supplies
- Nvidia: Lasers for optical links. Nvidia paid about $2B each to Lumentum and Coherent for priority capacity. Tech Times, 2026-05-27
Data as of 2026-10-01. Cite as: Ye, Mike. "Coherent" (coherent). AI Lattice, dataset v0.1.0. https://ailattice.ai/e/coherent/. How to cite.