Coherent Corp. executives presented at the Morgan Stanley Technology, Media & Telecom Conference on March 3, 2026, highlighting a new agreement with NVIDIA. The partnership focuses on photonics and optics for data center innovations. CEO James Anderson described NVIDIA as a long-standing customer and partner.
The Morgan Stanley Technology, Media & Telecom Conference took place on March 3, 2026, at 5:35 PM EST. Coherent Corp. (COHR), a company specializing in photonics and optics, was represented by CEO and President James Anderson and CFO and Treasurer Sherri Luther. Meta Marshall from Morgan Stanley's Research Division moderated the session.
Marshall opened by referencing a major announcement from the previous day regarding Coherent's agreement with NVIDIA. She asked Anderson to provide context for investors present.
Anderson expressed enthusiasm about the development. He noted that NVIDIA has been a valued customer and partner for over two decades, particularly since NVIDIA's acquisition of Mellanox. 'NVIDIA has been a great customer and a great partner of ours for over 2 decades through their Mellanox acquisition,' Anderson said. 'And they really are a wonderful customer. We learn a lot from them. We think NVIDIA makes us a better company as we work with them.'
The new agreement marks a significant expansion of their collaboration. It centers on leveraging photonics and optics to advance data center architecture, with a particular emphasis on improving power efficiency. Anderson stated, 'It's all around using photonics and optics to continue to innovate and advance data center architecture, especially around driving better power efficiency in data center architecture. And so we're certainly really excited about that.'
This presentation underscores Coherent's role in supporting key players in the technology sector amid growing demands for efficient data infrastructure.
