Today: 25 June 2026
Coherent unveils 224Gbps chip for AI data center optics as Nvidia-linked demand shifts to 1.6T
5 March 2026
2 mins read

Coherent unveils 224Gbps chip for AI data center optics as Nvidia-linked demand shifts to 1.6T

NEW YORK, March 4, 2026, 18:29 EST

  • Coherent is rolling out its CHR1074, a quad TIA rated at 224Gbps and targeting 800G and 1.6T optical transceivers. Samples are available as of this day.
  • The CEO and CFO said the fresh funding linked to the Nvidia partnership is earmarked for boosting capacity, with Sherman, Texas, at the top of the list.
  • Coherent is prepping product demos and executive presentations in the run-up to OFC 2026, set for Los Angeles.

Coherent Corp (COHR.N) rolled out its 224Gbps quad-channel transimpedance amplifier on Wednesday, zeroing in on the push for 800G and 1.6T optical transceivers powering AI and cloud data centers. The CHR1074, as the company calls it, snaps back to full performance in just 50 nanoseconds after an idle period, according to Coherent. Samples are already shipping, while the company expects to ramp up broader availability by the end of next quarter. “AI-driven infrastructure is redefining performance and power requirements across the optical interconnect ecosystem,” said Beck Mason, executive vice president for semiconductor devices at Coherent. GlobeNewswire

The reason this matters right now? Data center pipes are reaching their limits. With AI clusters getting larger, operators are already pressing past 400 gigabits per second—chasing 800G and even 1.6 terabits per second—to shuttle data between servers, shaving down both power use and latency.

Demand is tilting toward faster electronics in optical modules, as well as toward architectures that snap out of power-saving states in a hurry. Coherent is chasing both: it’s in the chips packed inside transceivers, and also in the test equipment that checks system performance.

At Morgan Stanley’s technology conference this Tuesday, Coherent CEO Jim Anderson outlined what he called two “main components” in the company’s expanded partnership with Nvidia: “an equity portion” and a “multi-billion dollar” R&D and supply chain side. CFO Sherri Luther flagged the “first priority” as boosting capacity, highlighting ongoing work at Coherent’s Sherman, Texas facility focused on CPO, or co-packaged optics. That tech puts optical engines right beside a compute or switch chip to trim power use and shrink connection lengths. Investing.com

Coherent on Wednesday rolled out the WaveMaker 4000A, a programmable tool for shaping optical test signals across the “Super C-Band” that’s crucial for long-haul fiber networks. The system is targeted at DWDM testing—dense wavelength division multiplexing, a method that crams multiple light wavelengths into a single fiber for greater bandwidth. Coherent expects to ship with an eight-week lead. “The WaveMaker really helps to speed up system testing as well as reducing cost-of-test,” said Dr. Ralf Stolte, a senior sales and marketing manager for the company’s optical communications test gear. GlobeNewswire

Coherent is stepping up its presence on the conference scene. According to the company, top executives and technical staff will have key roles at OFC 2026 in Los Angeles, slated for March 15–19. CTO Julie Eng, in particular, is set for a plenary session focused on optical technologies for AI and data-center networks. The company plans to unveil new products at booth 1401.

Coherent builds lasers, optical parts, and chips for communications gear and datacenter machines. Its silicon photonics effort—shifting data links onto silicon using light—aims to cut the heat and power demands that rise when copper wiring is pushed to faster speeds.

Pressure’s building in the sector. Nvidia inked separate supply agreements with both Coherent and competitor Lumentum, each involving a $2 billion investment and binding them to multi-billion-dollar purchase deals, according to optics.org. Lumentum, the report added, is moving ahead with construction on a fresh device fab, while Coherent’s boosting manufacturing capacity in the U.S.—both firms are current suppliers for Nvidia’s Spectrum-X switches.

Still, going from a press-release spec sheet to real-world, large-scale deployment rarely goes smoothly. The leap to 224Gbps electronics and 1.6-terabit modules isn’t just about speed—it introduces fresh power and heat hurdles. Standards might also move, leaving customers holding out for whatever platform comes next.

Coherent touts fast link recovery, more precise power management, and lab gear designed to lighten the testing load. The real test comes at OFC later this month—will customers bring purchase orders, or just swing by the booth?

Khadija Saeed is a financial markets reporter at TS2.tech, specializing in stocks, technology and emerging industries. She studied economics and finance at the London School of Economics and previously worked in market research before moving into financial journalism. Her coverage focuses on the companies, innovations and economic trends influencing global investors.

Stock Market Today

  • Wall Street analyst warns SpaceX, OpenAI IPOs could trigger 40% market crash
    June 25, 2026, 1:17 PM EDT. Wall Street analyst Mark Hulbert forecasts a 40% stock market crash driven by mega-IPOs from SpaceX and AI firms like OpenAI. Citing Harvard economist Xavier Gabaix, Hulbert says massive IPOs funnel cash from existing stock holdings into new issues, draining market liquidity. Experts highlight that funds to buy these IPO shares come from selling blue-chip stocks like Apple and Microsoft. This capital shift could reduce the money circulating in the secondary market, potentially sparking a severe bear market within a year. The combined IPO fundraising may exceed $200 billion, posing a structural liquidity drain. Market watchers caution that big IPOs risk destabilizing the broader stock ecosystem, with major investors reallocating assets toward new public offerings.

Latest News

Qualcomm gains $16 billion as AI data-center bet faces watchful market

Qualcomm gains $16 billion as AI data-center bet faces watchful market

25 June 2026
QUALCOMM (QCOM) surged 7.6% to $212.34, adding $16 billion in market value after raising its fiscal 2029 non-handset revenue target to $40 billion, including over $15 billion from data centers, with Microsoft and Meta named as customers; the stock later gave back much of its early gains.
Nexera Technologies (NASDAQ:NEXR) jumps after Logia deal offsets resale overhang

Nexera Technologies (NASDAQ:NEXR) jumps after Logia deal offsets resale overhang

25 June 2026
Nexera Technologies (NASDAQ:NEXR) soared 54% to $0.8663 on record-shattering volume—54 times its average—after announcing majority-owned Fort Technology signed a non-binding LOI for a data-center backup-power deal, though milestone terms could slash Fort’s Logia USA stake from 50.1% to 15% if targets are met; the deal is not closed and faces multiple approvals.
Triller stock jumps over 360% as SpaceX-linked deal dwarfs market value

Triller stock jumps over 360% as SpaceX-linked deal dwarfs market value

25 June 2026
Triller Group Inc. (NASDAQ:ILLR) soared 364% to $3.57 after announcing a $411.3 million deal for SpaceX-linked exposure—about 5.8 times Triller’s own market value—driving volume to 238 times average as investors weigh if the small-cap can close and finance the massive purchase without heavy dilution or new balance-sheet risks.
Three firms just disclosed fresh Apple stock stakes — here’s what the filings show
Previous Story

Three firms just disclosed fresh Apple stock stakes — here’s what the filings show

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz
Next Story

Stock Market Today 09.03.2026

Go toTop