AI runs at the speed of light. More and more, that light is made in Texas. Coherent broke ground today on an expanded manufacturing building in Sherman, Texas. The company makes the lasers, optical components and compound semiconductors that wire AI systems together — and runs what it calls the world’s first 6-inch indium phosphide […]
The accelerating demand for AI infrastructure is driving rapid expansion in critical component manufacturing, making optical technologies for data transfer increasingly vital.
This expansion signifies the continued build-out of the physical layer for AI, highlighting the foundational role of optical components in enabling scalable and high-performance AI systems.
The domestic capacity for producing essential AI optical components is increasing, potentially contributing to supply chain resilience and accelerating AI deployment within the US.
- · Coherent
- · AI infrastructure developers
- · Texas economy
- · Optical component manufacturers
- · Manufacturers reliant on non-optical data transfer
- · Regions without advanced manufacturing facilities
Increased production capacity for AI optical components will support the deployment of more powerful and interconnected AI systems.
Greater domestic manufacturing of these components could reduce dependency on foreign supply chains for critical AI infrastructure.
The development of 'AI Factories' heavily reliant on advanced optical networks might become a competitive advantage for regions with strong manufacturing bases.
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