Lumentum is at forefront of the AI era, designing and building optical solutions for networks that power AI and compute, data centre interconnect (DCI), cloud, metro, and long-haul applications. Lumentum also enables precision manufacturing and sensing with ultrafast and high-power lasers— shaping how the world connects, creates, and interacts.
It has key engineers at the cutting edge of this optical technology, like Peter Aukland.
There are many news stories coming out, about the demand for Lumentum products:-
Lumentum: Demand for AI infrastructure exceeds capacity
Lumentum: The CPO Winner Investors Are Overlooking
https://www.japantimes.co.jp/business/2026/10/09/companies/lumentum-ai-server-sold-out
Lumentum AI optical components sold out through 2029
12 months ago, Lumentum was trading at $149 a share:-
Courtesy of Google Finance
Today Lumentum trades at $1103 a share
Courtesy of Google Finance