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Optical Networking Is AI's Most Overlooked Bottleneck. Here's Why This Nvidia-Backed Company Is the Stock to Own. Leo Sun, The Motley Fool Fri, June 19, 2026 at 11:56 AM PDT 3 min read NVDA -0.97% Trade NVIDIA on Coinbase Trading disclosure Many discussions about the artificial intelligence (AI) market revolve around Nvidia (NASDAQ: NVDA), the world's leading producer of data center GPUs. Those c

Many discussions about the artificial intelligence (AI) market revolve around Nvidia ( NVDA 1.13% ), the world's leading producer of data center GPUs. Those chips, which most of the world's top AI companies use, are still the best picks and shovels for the AI gold rush. However, the AI market's growth is also generating strong tailwinds for optical networking companies, which manufacture optical

AI infrastructure is increasingly dependent on light, and more of that technology is being built in Texas. Coherent's new Sherman expansion, backed by public and private funding, could strengthen global supply chains for the lasers and optical components that... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each tim

AI infrastructure is increasingly dependent on light, and more of that technology is being built in Texas. Coherent's new Sherman expansion, backed by public and private funding, could strengthen global supply chains for the lasers and optical components that connect data centers, chips, and servers worldwide.

Nvidia ( NVDA +1.70% ) dominates many headlines about the booming artificial intelligence (AI) market. As the world's largest producer of data center GPUs for training AI algorithms, it's still selling the best picks and shovels for the AI gold rush. Yet over the past 12 months, an oft-overlooked optical networking stock outperformed Nvidia by a wide margin. That stock was Coherent ( COHR +6.15%

Nvidia Gets The Headlines. But This Optical Networking Stock Was The Bigger AI Surprise Leo Sun, The Motley Fool Mon, June 8, 2026 at 12:43 PM PDT 3 min read NVDA +1.73% COHR +6.63% Explore stocks on Coinbase Trading disclosure Nvidia (NASDAQ: NVDA) dominates many headlines about the booming artificial intelligence (AI) market. As the world's largest producer of data center GPUs for training AI a