Lumentum is sold out of optical AI server components until early 2029!
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The components manufacturer Lumentum, supported by NVIDIA, is completely sold out of its optical components for AI data centers until early 2029. The demand from technology companies for faster data centers far exceeds capacity. The company is investing heavily but is struggling to keep up. Completely Sold Out Until 2029 According to CEO Michael Hurlston, Lumentum's optical components for faster AI data centers are "fully sold out" until early 2029. The company is unable to meet about 70% of demand for some products until next year, and 30% for...
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