### @COHR — Confirmed — from the Q3 FY2026 earnings call and quarterly filing
Yeah. Thanks, everyone. In March 2026, NVIDIA made a $2 billion equity investment in Coherent alongside a multi‑year supply agreement through the end of the decade – a multibillion‑dollar commercial commitment that is structurally separate from the equity, covering multiple co‑packaged‑optics products including our high‑power CW laser, you know. NVIDIA is described as the lead co‑packaged‑optics customer, with other customers expected to follow, right?
- tier: Confirmed (✓)
- source: COHR / The NVIDIA tie: relationship, not lifeline
- receipt: https://ticker.thevixguy.com/p/p-day-20260801-cohr-src-cohr-nvidia-partnership-rotation
- posted: 2026-08-01T04:10:53.488Z