One signal

Zacks argues Coherent may be better placed than Arm to benefit from AI infrastructure spending, pointing to demand for faster optical networking and Coherent’s range of photonics components.

The comparison is an investment opinion, not evidence that one company’s shares will outperform. Zacks gives both stocks a Hold rating, while favouring Coherent on growth prospects and valuation. For AI infrastructure, the argument highlights a less glamorous but essential part of the build-out: moving data between processors. Is optical networking a stronger investment case than the chip architectures those networks connect?

Discuss: For AI infrastructure, is optical networking a stronger investment case than the chip architectures those networks connect?

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