Lumentum
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- 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.
Bloomberg Technology · 🔥 18
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