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Nvidia-Backed Lumentum Sees Opto-Parts Capacity Sold Out to 2029
Source: Bloomberg
Artificial IntelligenceTechnology & InnovationCompany Fundamentals
Lumentum Holdings said its optoelectronic parts are “completely sold out” through almost 2029, citing demand from technology companies building faster AI data centers. The report indicates strong demand visibility for the company, but provides no revenue figures or market reaction.
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