Lumentum Holdings in the Pivotal Point Check: Key Partner for NVIDIA's AI Factories – Millions of GPUs Connected to Super Data Centers!
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Lumentum is an important partner in NVIDIA's silicon photonics ecosystem to advance the scaling of AI factories. AI factories are interconnected across multiple locations with millions of GPUs to super data centers. Raymond James upgraded Lumentum from Outperform to Strong Buy on March 24, 2025. Lumentum Holdings provides components, modules, and subsystems for high-speed data transmission over high-capacity fiber-optic connections in cloud data centers, for AI, and machine learning. On March 18, the company was...
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