supplierScore 75/100Add to thesis
Coherent: NVIDIA CPO laser revenue ramps in fiscal Q2; customer asking for faster shipments
“Our Texas facility has also begun ramping our ultra high power CW laser for CBO solutions, including those covered by our NVIDIA partnership with revenue expected to begin ramping in fiscal Q2... that customer continues to tell us to please ship more as fast as possible.”
Why it matters
Confirms Coherent is a qualified supplier into NVIDIA's co-packaged optics push, with production wafers already started — countering market fears of CPO delays and laser qualification trouble.
Investment implication
Supports Coherent as a direct CPO/NPO content beneficiary of NVIDIA's optical scale-up roadmap; suggests CPO timelines are holding, bullish for COHR and the broader optics supply chain.