Coherent (COHR)

Manufactures optical components, lasers, and transceivers for AI clusters.

networking optics website ↗ AI Adjacency 33/100 Confidence 88%

United States · ticker COHR
Updated 2026-09-09· researched 2026-09-09· next review 2026-09-20· listed 2026-09-09
⚠ research overdue — re-review queued

Why it matters to AI

Coherent operates within the AI industrial ecosystem across networking, optics. Its role sits downstream of 2 entities that depend on it and upstream of 1 dependencies.

AI Dependency Map

SUPPLIES nvidia 0 src · 75%

AI Impact Map

lumentum COMPETES_WITH 0 src · 80%

applied-optoelectronics COMPETES_WITH 0 src · 70%

Customers & Partners

nvidia customer

Competitors

lumentum 80%

applied-optoelectronics 70%

Research

OpenAI research lab

Ecosystem Map

Neighborhood grouped by layer — click any node to explore. Depth:

If Coherent disappeared

Criticality 36/100 (calculated v1 — downstream reach, substitutes, concentration, geography, uniqueness). Impact analysis →

Timeline

View as of:

criticality_score changed 2026-09-13

null → 36

ai_adjacency_score changed 2026-09-13

31 → 33

ai_adjacency_score changed 2026-09-13

29 → 31

ai_adjacency_score changed 2026-09-13

27 → 29

ai_adjacency_score changed 2026-09-13

76 → 27

Machine-readable

coherent.json · full · coherent/ld.json