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

Bloomberg Technology Friday 09 October 2026, 00:24 UTC By Takashi Mochizuki, Shery Ahn and Mari Kiyohara 1 min read
Key Points

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. The company, which received an investment of $2 billion from Nvidia Corp. earlier this year along with rival Coherent Corp., supplies advanced indium phosphide devices that help enable high-speed cloud computing and data transmission.

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. The company, which received an investment of $2 billion from Nvidia Corp. earlier this year along with rival Coherent Corp., supplies advanced indium phosphide devices that help enable high-speed cloud computing and data transmission.
Nvidia (ORG) Lumentum Sees (PERSON) Opto-Parts Capacity Sold Out (ORG) Lumentum Holdings Inc.’s (ORG) AI (ORG) Nvidia Corp. (ORG) Coherent Corp. (ORG)
Originally published by Bloomberg Technology Read original →

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