Идеи
Article states NVIDIA made a $2B investment in Coherent plus multi-billion purchase commitments, validating Coherent's role in optical engines and photonics components for CPO.
Article states NVIDIA made a $2B investment in Coherent plus multi-billion purchase commitments, validating Coherent's role in optical engines and photonics components for CPO.
Risk: Integration challenges and competition from other optical component makers.
Article details NVIDIA's CPO production ramp, power efficiency gains, and supply chain investments, confirming its leadership in the CPO transition which should drive higher optical content per rack.
Article details NVIDIA's CPO production ramp, power efficiency gains, and supply chain investments, confirming its leadership in the CPO transition which should drive higher optical content per rack.
Risk: Execution risks in Vera Rubin ramp and potential competition from AMD/Intel in optical interconnects.
Article states NVIDIA made a $2B investment in Lumentum plus multi-billion purchase commitments, directly validating Lumentum as a critical supplier of lasers and photonics for NVIDIA's CPO switches.
Article states NVIDIA made a $2B investment in Lumentum plus multi-billion purchase commitments, directly validating Lumentum as a critical supplier of lasers and photonics for NVIDIA's CPO switches.
Risk: Customer concentration on NVIDIA; need to scale manufacturing to meet demand.
Article mentions NVIDIA's partnership with Corning for optical connectivity manufacturing, positioning Corning as a key supplier of fiber and connectivity solutions for CPO-based data centers.
Article mentions NVIDIA's partnership with Corning for optical connectivity manufacturing, positioning Corning as a key supplier of fiber and connectivity solutions for CPO-based data centers.
Risk: Commoditization of fiber products and slower-than-expected CPO adoption.
POET is a pure-play on optical engines for CPO and AI data centers, with production orders and partnerships positioning it for volume ramp as CPO moves into production with NVIDIA Spectrum-X and futur
POET is a pure-play on optical engines for CPO and AI data centers, with production orders and partnerships positioning it for volume ramp as CPO moves into production with NVIDIA Spectrum-X and future platforms. The small market cap (~$1.1B) and massive TAM create asymmetric upside potential.
This newsletter, published July 28, 2026,
features Outlier Capital
discussing COHR, NVDA, LITE, GLW, POET.
5 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Outlier Capital
· Tickers:
COHR,
NVDA,
LITE,
GLW,
POET