Coherent Corp (COHR)
Indium phosphide lasers, optical engines, and datacom transceivers (post-II-VI/Finisar merger). $2B Nvidia strategic investment (March 2026); doubling InP capacity into 1.6T ramp.
- Ticker: COHR
- Sector: networking (optical)
- DC exposure tier: high
Coherent Corp (COHR) is a high-exposure name in the data-center supply chain in the networking sector. Data Center Index tracks Coherent Corp's capex history, project wins, and supplier exposure across the AI infrastructure buildout — refreshed daily from SEC filings and project announcements.
Data center exposure rationale
AI datacom transceivers (800G/1.6T) are the fastest-growing segment; DC is the largest disclosed end-market in the Networking platform.
Tracked Coherent Corp data center projects
- Microsoft Fairwater Wisconsin — 3.3 GW, Mount Pleasant, WI · operational
- Meta Hyperion — 2.3 GW, Holly Ridge, LA · operational
- Anthropic-Amazon New Carlisle — 1.2 GW, New Carlisle, IN · operational
- Meta Prometheus — 1.1 GW, New Albany, OH · operational
- Google New Albany — 543 MW, New Albany, OH · operational