Lumentum CEO: Opto-Parts Capacity Sold Out to 2029

Fecha de publicación: 9 de octubre de 2026, 1:27

Michael Hurlston, CEO of Lumentum, says the optoelectronic products his company produces for AI infrastructure projects are effectively "sold out" through nearly 2029, driven by surging demand from technology companies. He discusses the business outlook and global demand for AI, speaking…