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Tag: Vera Rubin Ultra

Coherent's $23 Billion Growth Opportunity Lifted by NVIDIA's Optical Ambitions
March 23, 2026

Coherent’s $23 Billion Growth Opportunity Lifted by NVIDIA’s Optical Ambitions

Brendan Burke, Research Director at Futurum, analyzes Coherent's expanded $21 billion CPO TAM disclosed at OFC 2026 and how NVIDIA's Spectrum-6 and Kyber architectures create structural demand for co-packaged optics...

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