Driven by AI-driven demand for data centers, Lumentum has experienced rapid revenue and profit growth. In the first nine months of fiscal year 2026, ending March 28, its revenue increased by 72% year-over-year. Furthermore, with copper wire transmission expected to be replaced by photonic communication in the long term, Lumentum is poised to benefit significantly from this AI revolution.
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CPO Optical Transmission inevitable is changing data transmission
Due to the supply shortage in AI data center construction, there’s also a shortage of CPO optical transmission modules. With few suppliers to begin with, market demand is booming and is unlikely to cool down in the short term.