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Re: themaude post# 230388

Monday, 03/02/2026 10:59:12 PM

Monday, March 02, 2026 10:59:12 PM

Post# of 231385
Tom Zelibor said, If anyone thinks this is not happening without a material that is different needs to think differently
-Tom Zelibor is former Chairman of the Board LWLG

Tom's comment found on Julie Eng's LinkedIn post regarding Nvidia $2 Billion Investment in Coherent, here

Today Coherent announced a multi-year agreement with NVIDIA focused on scaling advanced optical technologies for AI infrastructure.

As AI systems grow, interconnects between accelerators become a scaling constraint, and photonics becomes integral to system architecture. This collaboration reflects strong alignment between NVIDIA’s AI compute roadmap and our work in lasers, optics, and high-performance optical interconnect.

The agreement includes a multi-year purchase commitment, long-term access to our advanced laser and networking technologies, and a $2B investment from NVIDIA in Coherent. Importantly, it also enables tighter collaboration between our respective compute and optical roadmaps as AI datacenter infrastructure continues to evolve.

I’ve worked with NVIDIA for more than two decades across multiple products and technology generations, and I’ve seen firsthand how impactful this collaboration can be.

Thank you to the people at Coherent who make this possible. This partnership reflects the depth and breadth of our technology and the scale of our manufacturing capability.

Looking forward to the work ahead.

Learn more here: https://lnkd.in/gjcVaeGx

LinkedIn post >> https://www.linkedin.com/posts/julie-eng-65b4468_today-coherent-announced-a-multi-year-agreement-activity-7434287480662609920-9t_j/?
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