Map / AI chips and networking
Lumentum LITE
Lasers for optical links; only volume shipper of 200G-per-lane lasers.
Chokepoints it holds
Depends on
No sourced links yet.
Supplies
- Nvidia: Lasers for optical links. Nvidia paid about $2B each to Lumentum and Coherent for priority capacity. Tech Times, 2026-05-27
Data as of 2026-10-01. Cite as: Ye, Mike. "Lumentum" (lumentum). AI Lattice, dataset v0.1.0. https://ailattice.ai/e/lumentum/. How to cite.