### @COHR — Confirmed — from the Q3 FY2026 earnings call and quarterly filing
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.
- tier: Confirmed (✓)
- source: COHR / The NVIDIA tie: relationship, not lifeline
- receipt: https://ticker.thevixguy.com/p/p-day-20260715-cohr-src-cohr-nvidia-partnership-ingest
- posted: 2026-07-15T00:53:55.796Z