News Heat Trend
Project Overview
Coherent is core infrastructure that provides easy-to-use APIs for web3 data, enabling application developers to quickly create rich user experiences. All of Coherent's enriched APIs provide useful data for web3 applications, eliminating the need for hard-to-read hashes and providing human-readable data on wallets and users.
AI Industry Express: NVIDIA NVL576 Optical Engine Configuration May Increase by 78%, Potentially Benefiting Lumentum, Coherent, etc.
According to Citrini analyst Jukan, FundaAI's latest report reveals that NVIDIA's NVL576 passive co-packaged optics technology nearly doubles the density of optical engines and optical components. The passive co-packaged optics technology increases the configuration volume of 3.2T optical engines per GPU from approximately 2.25 to around 4.0, an increase of 78%. It is estimated that the demand for Rubin Ultra optical engines will reach about 12 million units.This news may directly benefit direct suppliers of optical engines, including Lumentum, Coherent, POET, among others.
NVIDIA increased its stake in CoreWeave by approximately $1.78 billion in Q1 and initiated new positions in Coherent and Generate Biomedicines.
According to the latest 13F filing, as of the end of Q1 2026, NVIDIA’s proprietary investment portfolio held stocks with a total market value of approximately $18.374 billion—significantly up from $13 billion at the end of 2025. The portfolio is highly concentrated in AI-ecosystem-related names (semiconductors, cloud computing infrastructure, EDA, optics, networking, and biopharmaceuticals). Notably, in Q1, NVIDIA increased its stake in CoreWeave by 94.5% to approximately 47.21 million shares, raising the holding’s value by roughly $1.78 billion. It also initiated new positions in Coherent Corp. (approximately 7.8 million shares) and Generate Biomedicines (approximately 833,000 shares). Intel remains NVIDIA’s largest holding, with over 214.7 million shares. This reflects Jensen Huang’s strategic initiative to support the entire AI ecosystem—from chips and cloud computing to networking, photonics, and drug discovery.
Related news
“New Stock God” Serenity: Multiple Mid-to-Large Cap AI Companies Still Have Upside Potential
“New Stock God” Serenity posted on platform X, stating that compared to AI concept stocks like ARM and Marvell that have already seen significant gains, they are more focused on companies within the AI supply chain with market capitalizations between $10 billion and $100 billion.The targets they listed include ASE Technology (ASX), Sumitomo Electric Industries, Jabil (JBL), Vicor (VICR), GlobalFoundries (GFS), Applied Optoelectronics (AAOI), Alchip, Tower Semiconductor (TSEM), Fabrinet (FN), Furukawa Electric, Celestica (CLS), Nebius (NBIS), Nokia (NOK), Amkor (AMKR), Lumentum (LITE), and Coherent (COHR), among others.Serenity noted that some of the small-cap investment ideas they proposed are primarily aimed at seeking excess returns. However, overall, they still believe that many of the aforementioned AI supply chain companies have room for further upside. Serenity also disclosed that they currently hold positions only in NBIS, TSEM, and AAOI.
AI Industry Express: NVIDIA NVL576 Optical Engine Configuration May Increase by 78%, Potentially Benefiting Lumentum, Coherent, etc.
According to Citrini analyst Jukan, FundaAI's latest report reveals that NVIDIA's NVL576 passive co-packaged optics technology nearly doubles the density of optical engines and optical components. The passive co-packaged optics technology increases the configuration volume of 3.2T optical engines per GPU from approximately 2.25 to around 4.0, an increase of 78%. It is estimated that the demand for Rubin Ultra optical engines will reach about 12 million units.This news may directly benefit direct suppliers of optical engines, including Lumentum, Coherent, POET, among others.
NVIDIA increased its stake in CoreWeave by approximately $1.78 billion in Q1 and initiated new positions in Coherent and Generate Biomedicines.
According to the latest 13F filing, as of the end of Q1 2026, NVIDIA’s proprietary investment portfolio held stocks with a total market value of approximately $18.374 billion—significantly up from $13 billion at the end of 2025. The portfolio is highly concentrated in AI-ecosystem-related names (semiconductors, cloud computing infrastructure, EDA, optics, networking, and biopharmaceuticals). Notably, in Q1, NVIDIA increased its stake in CoreWeave by 94.5% to approximately 47.21 million shares, raising the holding’s value by roughly $1.78 billion. It also initiated new positions in Coherent Corp. (approximately 7.8 million shares) and Generate Biomedicines (approximately 833,000 shares). Intel remains NVIDIA’s largest holding, with over 214.7 million shares. This reflects Jensen Huang’s strategic initiative to support the entire AI ecosystem—from chips and cloud computing to networking, photonics, and drug discovery.