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Nvidia-Backed Lumentum Sold Out of AI Server Parts Till 2029

First reported by Bloomberg · 1h ago

The signal ●○○○ Brief pending · reported by Bloomberg, the single source so far

What happened

Lumentum Holdings Inc.’s optical components are “completely sold out” through early 2029 on demand from tech companies clamoring for faster AI data centers, according to its chief executive officer.

Source description shown. AI brief pending.

AI Chips

Nvidia-Backed Lumentum Sold Out of AI Server Parts Till 2029

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