Nvidia-backed optics vendor to boost wafer output by 4x to meet AI interconnect demand

As AI systems grow larger, optics are playing a larger part in their design – so much so that at Computex earlier this month, Nvidia CEO Jensen Huang proclaimed the technology would make Marvell the next trillion dollar company. Now, Nvidia-backed photonics vendor Coherent plans to boost indium phosphide (InP) wafer production at its Sherman, Texas, fab by 4x in anticipation AI proliferation will trigger an explosion in optical interconnect demand. Supply chains must be ready to meet that