Macro Finance
Lumentum CEO: Opto-Parts Capacity Sold Out to 2029
Bloomberg Markets·October 9, 2026·1 min read
Michael Hurlston, CEO of Lumentum, says the optoelectronic products his company produces for AI infrastructure projects are effectively "sold out" through nearly 2029, driven by surging demand from technology companies. He discusses the business outlook and global demand for AI, speaking exclusively with Shery Ahn on "Bloomberg: The Asia Trade".
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