Lumentum

“"Everyone talks about Nvidia GPUs. Few people talk about the lasers connecting them."”

“Michael Hurlston is the CEO of Lumentum (NASDAQ: LITE), one of the world's leading suppliers of optical networking and laser technologies powering AI data centers.”

“Lumentum — a laser supplier, not a chip company — saw its stock rise approximately 1,000%”

“And now we're being asked by these hyperscalers to deploy in millions, tens of millions of units. So it's really changed the dynamic in our industry.”

“What I've done is said, OK, look, let's focus our efforts on the data center. There's enough here going on that we really want to simplify our business as much as we possibly can, focus on where we think the biggest opportunities are.”

“The iPhone with the Face ID, that's a laser product that beams lasers onto your face... the power of those lasers are relatively modest and you're never going to burn somebody's eye out.”

“That's now the heartbeat of one of our biggest competitors, but also one of our biggest partners in Coherent.”

“You obviously know the industry super well and you talk to companies like NVIDIA and Broadcom. They manufacture most of their products at TSMC. So they essentially outsource the manufacturing problem. The optics industry doesn't have that luxury.”

“The board of directors showed me a forecast and they said, hey, here's what we think the company is going to do. And I, of course, discounted it by about 50 percent. And it's been probably 4x over what they even showed me.”

“In those five quarters, we've tripled our top line revenues. So the stock price has gone up 10 or 12 times.”

“Lumentum sits at the center of a structural shift from copper to fiber optic connectivity inside data centers driven by the physics limitations of copper at high speeds and bandwidths.”

“Lumentum Optical interconnect / data center optics Featured with Kim on a panel about optics in data center design; beneficiary of the copper-to-light transition inside data centers.”