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Lumentum Sees AI Data Centers Driving Major Optical Connectivity Growth
Source: marketbeat.com
Artificial IntelligenceTechnology & InnovationCompany Fundamentals
Lumentum CEO Michael Hurlston said AI data centers’ rising bandwidth needs are accelerating a shift from copper to optical connections. He highlighted new demand opportunities across racks, clusters, and data centers, which is supportive for Lumentum’s optical exposure. Overall, the update is mildly positive but not quantified enough to imply a near-term market-wide move.
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