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Lumentum says AI optical components sold out through 2029

Original: Lumentum says its AI optical parts are sold out all the way to 2029

Optical technology company Lumentum says its AI-related optical components are fully sold out through 2029, with demand from data center and AI infrastructure buildouts far exceeding supply. The announcement underscores how tight supply chains have become for the lasers and optics used to move data between AI chips, with customers locking in capacity years in advance.

Why now: Surging AI infrastructure demand is straining supply of optical components, making multi-year sellouts notable news.

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• Lumentum says its AI optical parts are sold out all the way to 2029 · Startup Fortune

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