Nvidia-Backed Lumentum Sold Out of AI Server Parts Till 2029

Lumentum Holdings Inc.’s optical components are “completely sold out” through early 2029 on demand from tech companies clamoring for faster AI data centers, according to its chief executive officer.

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2026-10-09 00:24 · Bloomberg AI
Nvidia-Backed Lumentum Sold Out of AI Server Parts Till 2029

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