Lumentum CEO says copper-to-optics upgrades will drive growth even if AI buildout cools
pstAsiatech · x · 2026-10-29
Lumentum CEO Hurlston says the company will grow rapidly even if the AI data center buildout slows, as operators upgrade existing AI server clusters from copper to optics. A Marvell acquisition could accelerate capacity spending and help take share from rivals like Coherent.
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