Coherent Unveils PhotonLink Platform to Streamline AI Datacenter Optical Connectivity
Event summary
- Coherent launched PhotonLink™, an integrated optics platform for AI datacenters, supporting co-packaged optics (CPO), near-packaged optics (NPO), and emerging chip-to-chip connectivity.
- The platform integrates lasers, silicon photonics, precision optics, fibers, and detectors into complete optical solutions.
- Coherent has secured over 10 CPO and NPO customer engagements, with revenue expected to ramp in Q4 2026.
- The company is expanding its 6” InP and specialty fiber manufacturing capacity to support PhotonLink production.
The big picture
Coherent’s PhotonLink platform addresses the growing need for high-bandwidth, low-power optical connectivity in AI datacenters. As AI systems scale, the demand for integrated optical solutions is driving suppliers like Coherent to offer complete assemblies rather than individual components. The platform’s vertical integration and established customer engagements position Coherent as a key player in the evolving AI infrastructure landscape.
What we're watching
- Market Adoption
- The pace at which AI datacenter operators will adopt PhotonLink’s integrated solutions.
- Competitive Positioning
- Whether Coherent can maintain its lead in optical connectivity as competitors develop similar platforms.
- Scalability
- How effectively Coherent can scale its manufacturing capacity to meet growing demand.
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