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Coherent10-K: Capex increase

Coherent secures $2B investment and multi-billion dollar purchase commitment from NVIDIA

Source

SEC EDGARAug 14, 2026

Annual report (Form 10-K)

Coherent 10-K for FY2026

Filing excerpt

On March 2, 2026, the Company entered into a multi-year strategic agreement with NVIDIA to advance the development of advanced optics technologies, including manufacturing capacity and research and development, to enable next-generation AI infrastructure.

sec.gov/Archives/edgar/data/820318/000082031826000020/iivi-20260630.htmRead the full source

Other signals in this filing (10)

Extracted by Autobound

From the Signal API record
Signal
10-K: Capex increase

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2026
Fiscal year end
06/30
Filed
Aug 14, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$2B (Investment from NVIDIA to support R&D, future capacity, and operations)

Details

CIK
820318
Accession number
0000820318-26-000020
Timeframe
Multi year
Filing year
2026
Why it matters
Budget available
Signal category
Financial

Topics and mentions

Technologies

  • AI
  • optics
  • laser
  • optical networking

Vendors

  • NVIDIA

Extraction

Confidence
High
Relevance
100%
Sentiment
Positive
Detected
Aug 18, 2026
signal_type
sec-10k
signal_subtype
capexIncrease

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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/9949298f-07ae-4377-ab31-e599b472bee4 returns this record as JSON. POST /v1/companies/enrich returns every signal for coherent.com.

{
  "signal_id": "9949298f-07ae-4377-ab31-e599b472bee4",
  "signal_type": "sec-10k",
  "signal_subtype": "capexIncrease",
  "detected_at": "2026-08-18T07:04:39.549+00:00",
  "company": {
    "name": "Coherent",
    "domain": "coherent.com"
  },
  "data": {
    "detail": "NVIDIA's investment and purchase agreement, dated March 2, 2026, will fund significant R&D and manufacturing capacity expansion for next-generation AI infrastructure, creating major opportunities for suppliers supporting this build-out.",
    "metrics": {
      "timeframe": "multi_year",
      "dollar_context": "Investment from NVIDIA to support R&D, future capacity, and operations",
      "dollar_millions": 2000
    },
    "summary": "Coherent secures $2B investment and multi-billion dollar purchase commitment from NVIDIA",
    "excerpts": "On March 2, 2026, the Company entered into a multi-year strategic agreement with NVIDIA to advance the development of advanced optics technologies, including manufacturing capacity and research and development, to enable next-generation AI infrastructure.",
    "relevance": 1,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/820318/000082031826000020/iivi-20260630.htm",
    "filing_date": "2026-08-14",
    "filing_year": 2026,
    "fiscal_year_end": "06/30",
    "sales_relevance": "Budget available",
    "signal_category": "financial",
    "vendors_mentioned": [
      "NVIDIA"
    ],
    "technologies_mentioned": [
      "AI",
      "optics",
      "laser",
      "optical networking"
    ]
  }
}

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