Jacob Bakshi

Coherent leads the shift to co-packaged optics (CPO), placing the optical engine right next to the processor on the same board so data moves at the speed of light with far less power loss. NVIDIA invested $2 billion to lock in Coherent capacity and secure first place in line for mass CPO production, with scale-out revenue starting in the second half of 2026 and scale-up CPO arriving in 2027.

PRYMUS mobile power platform delivers 1 to 10 MW of on-site power in roughly six months, compared to two to three years for traditional utility grid connections. Q1 2026 backlog grew 11% sequentially to $13.9 million; the company secured a $6 million PRYMUS award from a major national logistics customer for delivery in H2 2026. Confidential Fortune 100 e-commerce client (likely Amazon) already piloting EV charging solutions, with plans to expand across the entire U.S. and Canada in 2026.

Tower Semiconductor (NASDAQ: TSEM) is the world’s leading specialty foundry for silicon photonics (SiPho), printing optical components directly onto silicon chips NVIDIA partnership announced February 2026 for 1.6T data center optical modules designed for NVIDIA networking protocols. Stock surged 17% on the news Record Q4 2025 revenue of $440M (+14% YoY). Full year 2025 revenue of $1.566B.