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Technical diagram showing GPU and optical engine integration powered by light to demonstrate co-packaged optics architecture in AI datacenters.

Coherent (COHR) Stock Analysis 2026: The AI Photonics Giant Powering NVIDIA’s Optical FutureIs

Coherent DeepDive – NVIDIA Partnership, 1.6T Optics, AI Datacenters & Massive Growth Potential Artificial intelligence is rapidly evolving into one of the largest infrastructure buildouts in modern technology history, casting a massive spotlight on Coherent (COHR). Yet while most investors remain focused on GPUs, AI models, and semiconductor compute performance, a quieter battle is taking…

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