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▶ 14:16 · $NVDA · Anderson: NVIDIA partnership to quadruple Coherent's Sherman output in one year
episode briefing
NVIDIA

NVIDIA & Coherent: Reindustrializing America, Manufacturing for the AI Era

2026-06-25 · 4 company · 5 thematic
sentiment
4 bull0 bear0 neu
speakers
jensen huang

Co-founder, president and CEO of Nvidia. He has led the company from graphics processors into accelerated computing and AI infrastructure.

jim anderson

CEO of Coherent, hosting the groundbreaking event at the company's Sherman, Texas facility and discussing the partnership with NVIDIA.

quote
“We announced a partnership between Nvidia and Coherent back in March. We're very grateful for that partnership. That partnership here in Sherman that means we're going to double the size of the production facility, but we're actually going…”
—jim anderson
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$COHR···bullish· high· posjim anderson
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Huang: Coherent's indium phosphide lasers fundamental to NVIDIA's AI factory scaling
Coherent's indium phosphide lasers manufactured in Sherman are essential for NVIDIA's silicon photonics interconnects, enabling optical connectivity across hundreds of thousands o…
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Anderson: NVIDIA partnership to quadruple Coherent's Sherman output in one year
NVIDIA's strategic partnership with Coherent will double the Sherman facility size and quadruple its indium phosphide output within one year, demonstrating extraordinary demand fo…
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Huang: NVIDIA driving US reindustrialization via AI infrastructure partnerships
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