Nvidia-backed Lumentum sold out of AI server parts till 2029
FROM THE PUBLISHER
Lumentum Holdings’ optical components are “completely sold out” through early 2029 on demand from tech companies clamoring for faster artificial intelligence data centers, according to its chief executive officer.Lumentum is unable to meet about 70% of demand for some products through next year, and won’t be able to address 30% of demand for some other products through 2028, Michael Hurlston said in an interview in Tokyo on Friday. Just six months ago, Hurlston said Lumentum…
Original reporting by The Japan Times. Some articles may require a subscription.