Nvidia-Backed Lumentum Says AI Server Parts Sold Out Through 2029

Summary

Nvidia-backed Lumentum is sold out of some parts used in AI servers through 2029, according to CEO Michael Hurlston. He said the company will be unable to meet 30% of demand for some of its optical products through 2028. The comments point to continued supply pressure for optical components serving AI-server demand, but the article provides no further detail on the products or customers involved.