{"id":"06bee2a4-83ed-49ed-b184-f1f1737186aa","name":"Lumentum","slug":"lumentum","description":"San Jose optical and photonic components company (NASDAQ: LITE) supplying indium phosphide devices used in high-speed AI data center interconnects; received a large Nvidia investment alongside Coherent in 2026.","status":"public","founded":null,"hq":null,"hqLat":null,"hqLng":null,"hqGeocodedAt":null,"hqAddress":null,"hqPrecision":null,"website":"https://www.lumentum.com/","fundingTotal":null,"type":"infrastructure","roles":[],"reviewStatus":"reviewed","heatIndex":0,"lifecycleState":"active","supersededByCompanyId":null,"sources":[{"url":"https://www.japantimes.co.jp/business/2026/10/09/companies/lumentum-ai-server-sold-out/","title":"Nvidia-backed Lumentum sold out of AI server parts till 2029","sourceName":"The Japan Times (Bloomberg)","publishedAt":"2026-10-09"},{"url":"https://qz.com/lumentum-ai-data-center-optical-parts-sold-out-2029-100926","title":"Lumentum says its AI data center optical parts are sold out through early 2029","sourceName":"Quartz","publishedAt":"2026-10-09"},{"url":"https://finance.yahoo.com/video/lumentum-ceo-opto-parts-capacity-013640075.html","title":"Lumentum CEO: Opto-Parts Capacity Sold Out to 2029","sourceName":"Yahoo Finance (Bloomberg Television)","publishedAt":"2026-10-08"},{"url":"https://news.bloomberglaw.com/mergers-and-acquisitions/nvidia-backed-lumentum-sold-out-of-ai-server-parts-till-2029-1","title":"Nvidia-Backed Lumentum Sold Out of AI Server Parts Till 2029","sourceName":"Bloomberg Law","publishedAt":"2026-10-09"},{"url":"https://x.com/carrioresearch/status/2108394780573176139","title":"Lumentum CEO on AI optical parts sold out near 2029","sourceName":"X/@carrioresearch","publishedAt":"2026-10-09"}],"keyFacts":[{"label":"AI optics sold out (reported, Oct 2026)","value":"CEO Michael Hurlston told Bloomberg on Oct 8-9 2026 that its AI data center optical components are completely sold out through early 2029."},{"label":"Unmet demand (reported, Oct 2026)","value":"It cannot meet about 70% of demand for some products through 2027 and about 30% for others through 2028; customers are booking 2030 orders."},{"label":"Earlier outlook (reported)","value":"About six months earlier, the sell-out was framed as running to about 2028."}],"aliases":["Lumentum Holdings","Lumentum Holdings Inc.","LITE","Lumentum Holdings Inc"],"collisionRisk":"low","reviewNote":null,"atsProvider":null,"atsSlug":null,"factoryLocations":null,"manufacturingCapacity":null,"orgType":null,"burnSignal":null,"litigationEvents":null,"insurancePostureDisclosed":null,"unitEconomicsDisclosed":null,"tickerSymbol":null,"stockExchange":null,"secCik":null,"revenueUsd":null,"revenueBasis":null,"revenueAsOf":null,"employeeCount":null,"employeeCountBasis":null,"employeeCountAsOf":null,"marketCapUsd":null,"marketCapAsOf":null,"marketCapSource":null,"createdAt":"2026-10-09T17:17:51.935Z","updatedAt":"2026-10-10T21:04:44.324Z","jsonLd":{"@context":"https://schema.org","@type":"Organization","@id":"https://registry.deploy.report/companies/lumentum","url":"https://registry.deploy.report/companies/lumentum","name":"Lumentum","alternateName":["Lumentum Holdings","Lumentum Holdings Inc.","LITE","Lumentum Holdings Inc"],"description":"San Jose optical and photonic components company (NASDAQ: LITE) supplying indium phosphide devices used in high-speed AI data center interconnects; received a large Nvidia investment alongside Coherent in 2026.","identifier":"06bee2a4-83ed-49ed-b184-f1f1737186aa","publisher":{"@id":"https://deploy.report/#organization"}},"framework_metadata":{"framework_schema_version":"0.1.0","verification_status":"verified","maturity_stage":null,"lifecycle_state":null,"architectural_position":{"cohort":null,"sub_cohorts":[]},"within_cohort_verified_vs_claimed_pair":null,"cap_flags":[],"verification_depth":{"sources_count":5,"primary_source_types":[]}}}