Lumentum Says AI Optics Demand Has Nearly Sold Out Capacity Through 2029

Lumentum Holdings says demand for optoelectronic components used in faster AI data centers has nearly consumed its available capacity through almost 2029, underscoring how optical links are becoming a supply bottleneck in the AI infrastructure buildout. The San Jose-based photonics company is benefiting from hyperscalers' push to move more data between accelerators, racks and campuses with lower latency and higher bandwidth than copper-based interconnects can efficiently provide.