L6 · PowerNetworkingUSACOHR

Coherent

Optical transceivers, lasers & datacom components

Map

Layers as clusters, money as arcs, brand marks on the biggest stars

AI Intelligence Graph

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Follows the graph · 1 entity

Full file coming soon. Coherent's links, deals and figures below are what the graph holds today.Not collected yet: 360, Money, Investors, Market share, People and hiring, Legal, News and events, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file

Overview

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Forecast record

No forecast published here yet. Each one names its basis and the date it resolves, is scored afterwards, and the hit rate shows here in public once the first resolves.

L6 Power · Networking · COHR · USA

Coherent

Optical transceivers, lasers & datacom components

RSS
Links
4
Deals from filings
0
Exposed if it fails
1
3 within 2 steps
It depends on
1
1 within 2 steps

No company file yet: revenue, customers and other figures appear here once they are taken from its filings.

What it is

Coherent (formerly II-VI, merged with the original Coherent) is a leading supplier of high-speed optical transceivers (800G/1.6T), lasers, and the indium phosphide and gallium arsenide photonic materials underpinning datacom optics. AI cluster buildouts have made 800G/1.6T transceiver demand a primary growth engine. It is a key upstream supplier to InnoLight and directly to hyperscalers, and a vertically integrated player in optics materials.

Key facts

from its map entry
Products
800G/1.6T transceivers, lasers
Materials
InP / GaAs photonics, vertically integrated
Driver
AI cluster optical interconnect demand

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Connections4 links

Pulled 28 Oct 2026 · AI Systems Map links

Its suppliers

1

Who depends on it

1

Partners

1

Compare two: what Coherent shares with another entity

Pick a second entity to see their direct links, the suppliers, backers, rivals and regulators they share, and the deals with the same parties. The graph lights the same set.

Data sources2 sources

SourceFeedsData datedPulledPulled againStatus
Market quote (Yahoo Finance, unofficial)36030 Oct 202630 Oct 2026, 12:46 EDTdailyfresh
AI Systems Map links4 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026Connections·28 Oct 2026when the map is reviewedhand-built; deals checked against filings

Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.

Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.