The Projection — a symmetric watercolor butterfly

The Projection

The surface is never the system.

← Research · Q1

Nvidia (AI-infrastructure component procurement (buyer side — Nvidia as purchaser of packaging/optics capacity, distinct from nvidia/chip-design, which sells, and nvidia/capital, which invests)) → Coherent Corp. (optical networking components (seller side — lasers, transceivers))

"multi-billion-dollar purchase commitment" for advanced laser and optical networking products — no specific figure disclosed

low confidence · as of 2026-03-02 · about Coherent corp

"multi-billion-dollar purchase commitment" for advanced laser and optical networking products — no specific figure disclosed

Sourced figures 1


the working

Basis

"multi-billion-dollar purchase commitment" for advanced laser and optical networking products — no specific figure disclosed

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