Coherent unveils PhotonLink for photonic links in AI data centers

Coherent announced its PhotonLink platform to move data centers from electrical to photonic connections. The company says it could add $30 billion to its addressable market by 2030 on top of a $60 billion portfolio, with CPO production ramping in Q4 2026.

• PhotonLink could add $30B to Coherent's $60B market by 2030
• Over 10 customer engagements each for CPO and NPO, 5+ for chip-to-chip
• CPO scale-out production expected to ramp in Q4 2026
• Nvidia named public customer for Coherent's CPO long-term agreement