Lumentum, a provider of optoelectronic components for AI infrastructure, says its production capacity for AI server-related parts is largely sold out through nearly 2029. The company’s chief executive, Michael Hurlston, links the tight supply to strong demand from technology firms building and expanding high-speed AI data centers and cloud computing systems.
Across outlets, the coverage emphasizes the role of Lumentum’s optoelectronic “opto-parts,” including indium phosphide devices used for high-speed data transmission and connectivity. While one report frames the situation as “sold out” until 2029, Bloomberg reports that capacity is effectively fully allocated through the same period, with the demand driven by AI hardware build-outs. The accounts are consistent on the timing and on the business driver—rapid growth in AI infrastructure demand—but they differ slightly in how they describe the product scope, from general optoelectronic parts to specific indium phosphide components.
