Economics and capital · Compute buildout
Lumentum Sold AI Optical Capacity Through 2029
Lumentum said its optoelectronic-component capacity was sold out through nearly 2029 as companies expanded AI data centers.
Read the original at japantimes.co.jpOpens the publisher's site in a new tabAlso covering this
Nvidia-backed Lumentum sold out of AI server parts till 2029 - The Japan Timesjapantimes.co.jp, Oct 9Lumentum says its AI optical parts are sold out all the way to 2029 - Startup Fortunestartupfortune.com, Oct 9