AI's Next Frontier: How Photonics Firms Could Drive Growth Amid Turbulence
ByAinvest
Thursday, Mar 26, 2026 2:25 pm ET1min read
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NVIDIA has invested $2 billion each in photonics firms Lumentum Holdings and Coherent Inc., signaling a potential focus on photonics technology for AI infrastructure development. Coherent's shares are up 45% YTD, exceeding consensus price targets, while Nova Ltd., a photonics-adjacent firm, has seen its shares soar 45% YTD. Investors should consider the valuation and potential risks of these investments despite their bullish outlook.
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