Does anyone have any scuttlebutt on Thermadite cold plates for AI accelerators? Seems too obvious for $COHR to announce the product 3 days after the $NVDA deal and then go out of their way to bring it up at MS TMT. coherent.com/materials/rare…

COHR talked this up at OCS. Revenue starts in FY27 and is a SAM of $2 billion.