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Nvidia-Backed Lumentum Sees Opto-Parts Capacity Sold Out to 2029

Lumentum Holdings Inc.’s optoelectronic parts are “completely sold out” through almost 2029 on demand from tech companies clamoring for faster AI data centers.

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BloombergLean L·1h ago
Nvidia-Backed Lumentum Sees Opto-Parts Capacity Sold Out to 2029
Lumentum Holdings Inc.’s optoelectronic parts are “completely sold out” through almost 2029 on demand from tech companies clamoring for faster AI data centers.
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Nvidia-Backed Lumentum Sees Opto-Parts Capacity Sold Out to 2029

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Nvidia-Backed Lumentum Sees Opto-Parts Capacity Sold Out to 2029

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