Computing Interconnects
Coherent Corp
A photonics and optical components manufacturer that ranks among NVIDIA's own top five disclosed equity holdings, supplying components relevant to the co-packaged optics and high-speed networking buildout across AI data centers. Coherent signed a multi-year NVIDIA deal with a multibillion-dollar purchase commitment and a $2 billion investment, and ranked among NVIDIA's own top five disclosed equity holdings.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Federal contract disclosures
Department of Defense — $6,984: FIBER,MODULE
USAspending.gov · Apr 4, 2022
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
2 sources · 82% avg. source confidence
- NVIDIA Corp, SEC Form 13F-HR filing (reproduced by StockTitan) — NVIDIA's own 13F lists Coherent among its top five equity holdings85% source confidence
- Futurum Group / Coherent Q3 FY2026 earnings — Coherent signs multi-year NVIDIA deal with multibillion-dollar purchase commitment and $2B investment78% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Coherent Corp depends on below, and who depends on Coherent Corp above — click any node to make it the new center, 5 levels deep.
Connection type
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Coherent Corp's Timeline
A sourced, dated history of Coherent Corp's key moments — founding to present.
Jan 1971 · Founded
Coherent Corp was founded, later becoming a photonics and optical components manufacturer central to the co-packaged optics buildout.
Jan 2026 · NVIDIA multi-year deal and investment
Coherent signed a multi-year NVIDIA deal with a multibillion-dollar purchase commitment and a $2 billion investment, and ranked among NVIDIA's own top five disclosed equity holdings.