mapping the chain…
Ticker
NYSE
Delayed market data for orientation only — verify before relying on it.
Cerebras Lands Multi-Billion OpenAI Deal & Amazon Partnership
“Optical transceivers connecting AI compute clusters scale with every major data center AI deployment.”
Microsoft Unveils Majorana 2 Quantum Chip, Targets Commercial Viability by 2029
“Coherent makes compound semiconductor wafers (InP, GaAs) that share substrate technology with quantum chips.”
Amazon borrows $17.5B from banks to fund AI infrastructure buildout
“Coherent makes optical transceivers that are the connective tissue inside every AI data center.”
Educational analysis only — not financial advice.