Lumentum says AI optical components sold out through early 2029, can't meet 70% of some demand
shashib · x · 2026-10-10
Lumentum CEO Michael Hurlston said in Tokyo that the company's optical components for AI data centers are completely sold out through early 2029.
- Lumentum cannot meet about 70% of demand for some products through next year, and 30% of demand for other products through 2028.
- The timeline moved up: six months earlier Hurlston said capacity would sell out by 2028.
- Tokyo-area capacity has grown 12x in two years; Nvidia invested $2 billion in the company earlier this year.
- Optical component availability may become a critical scheduling constraint for new large-scale AI infrastructure.
Related event: Lumentum's Optical Components Sold Out Through Early 2029 Amid AI Demand(2 posts)→
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