Lumentum CEO: Opto-Parts Capacity Sold Out to 2029
THE SO WHAT
Optoelectronic components for AI data centers being "sold out" through nearly 2029 means the real bottleneck has moved below GPUs into the optical stack. If you're planning large-scale AI infra, lock in optics and interconnect supply now—this is no longer a just-in-time market.
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