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Lumentum forecasts 4x pump laser growth, signaling booming demand in AI data center networks.

Company Fundamentals
13 Aug 2026
24/7 Wall Street
View Source
Bullish
Lumentum forecasts 4x pump laser growth, signaling booming demand in AI data center networks.

Lumentum's shares remain steady as the company reports a 109% revenue increase driven by rising demand for pump lasers used in AI data center interconnects. CEO Hurlston highlighted that just one hyperscaler's new AI network could double global backbone capacity built over the past decade, reflecting massive growth in long-haul optical links. Lumentum expects a fourfold increase in pump laser shipments soon, signaling strong market expansion. Peers like Ciena, Nokia, and Marvell also benefit from this surge, with the entire optical networking sector poised for significant growth despite recent market volatility.

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