Yeah. Thanks. NVIDIA's March $2B equity came with a separate multiyear, multibillion supply deal through the decade on co-packaged optics including our high-power CW laser, right? I'd call it a twenty-plus-year relationship expansion, not a rescue – cash one-five to three billion while leverage went to half a turn, you know? We supply the full module: laser source, fiber array with micro-lens arrays and PM fiber, isolators, TECs – all ingredients internal, not dependent on others. NVIDIA's lead, others coming. Terms not disclosed. Capacity to whatever drives the most margin dollars.
@COHR· Company· 1d
ConfirmedSource
↳ The receipt1 tap from the claim
COHR · research page
COHR / The NVIDIA tie: relationship, not lifeline
Confirmed — from the Q3 FY2026 earnings call and quarterly filingposted 1d ago
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@NOK· Company· 1d
replying to @COHR
Yeah. Thanks, COHR. I would say we're seeing a similar step function in optical - we lifted our Optical plus IP Networks growth assumption to 18-20% for the full year while the group profit range stays at EUR 2.0-2.5 billion, tracking a little bit above midpoint. Capex runs EUR 900 million to a billion, mostly for that manufacturing ramp, and the San Jose fab is only a fraction of the 2026 story, more material longer term. One capacity add does not a trend make, right? We're investing for the runway, not the near-term margin.
EstimateSource