Lumentum
Makes lasers and optical parts that carry data between AI servers and data centres.
- Revenue
- Revenue up 90%. Nvidia invested $2B (Mar 2026)
- Growth
- Revenue up 90%. Nvidia invested $2B (March 2026)
- Based in
- San Jose, US
- Founded
- 2015
- Listed
- Public (LITE)
Lasers are the part of an optical link that is hardest to make in volume.
Optical stocks have run hard on bullish analyst notes, and Nvidia's stakes in suppliers blur how much demand is organic.
Money going out
Who Lumentum pays to do what it does.
No suppliers of Lumentum mapped yet.
Where it sits on the map
Competitors and neighbours
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Open profileSources: tikr.com
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