Lumentum CEO: sold out through end of 2027, no end in sight
Lumentum manufactures critical optical components for AI data centers and is sold out through 2027 with demand exceeding supply by 25-30% despite running at full capacity.
Nvidia burns $4B to light up US photonics manufacturing
Nvidia invests $4 billion in Coherent and Lumentum with multibillion-dollar purchase commitments to secure silicon photonics technology for datacenter networking infrastructure.