Nokia eyes AI optical interconnect market, potentially challenging Lumentum and Coherent

What happened

Nokia is actively evaluating entry into the optical interconnect space and may even supply laser components directly to the market, potentially making it another heavyweight contender in the AI data center optical interconnect market and posing a potential challenge to Lumentum and Coherent. As background: roughly a week earlier, Marvell announced a US$1.15 billion acquisition of Lumentum to bolster its AI optical communications portfolio. The source does not state the cause of Nokia's evaluation, and the move remains at the evaluation stage with no confirmed market entry or supply yet.

Impact and signal

Affected components and suppliers

Source and time

Source: DigiTimes Asia · 11/9/2026 · View original source