Nvidia-Backed Lumentum Says Opto-Parts Capacity Sold Out Through 2029
Lumentum Holdings Inc. says its optoelectronic parts are “completely sold out” through almost 2029, driven by demand from tech companies building faster AI data centers. The claim comes from the company, and the report gives no customer names, order values or capacity figures.
Why it matters: Optoelectronic components are a key link in high-speed AI data-center interconnect, so capacity locked up for years signals sustained hyperscaler demand.
References 36氪快讯 · Bloomberg Technology
Lumentum Holdings Inc.’s optical components are “completely sold out” through early 2029 on demand from tech companies clamoring for faster AI data centers, according to its chief executive officer.
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