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Lumentum CEO: Opto-Parts Capacity Sold Out to 2029

Bloomberg Markets Friday 09 October 2026, 01:27 UTC 1 min read
Key Points

Oct 9th, 2026 Lumentum CEO: Opto-Parts Capacity Sold Out to 2029 Michael Hurlston, CEO of Lumentum, says the optoelectronic products his company produces for AI infrastructure projects are effectively "sold out" through nearly 2029, driven by surging demand from technology companies. He discusses the business outlook and global demand for AI, speaking exclusively with Shery Ahn on "Bloomberg: The Asia Trade".

Oct 9th, 2026 Lumentum CEO: Opto-Parts Capacity Sold Out to 2029 Michael Hurlston, CEO of Lumentum, says the optoelectronic products his company produces for AI infrastructure projects are effectively "sold out" through nearly 2029, driven by surging demand from technology companies. He discusses the business outlook and global demand for AI, speaking exclusively with Shery Ahn on "Bloomberg: The Asia Trade".
Lumentum (LOCATION) Opto-Parts Capacity Sold Out (ORG) Michael Hurlston (PERSON) AI (ORG) Shery Ahn (PERSON)
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