Lumentum CEO sees AI driving optics industry growth

Lumentum CEO Michael Hurlston highlighted the significant potential for the optics industry, driven by the AI revolution. He emphasized the crucial role of indium phosphide in manufacturing lasers and optical chips. Data centers are increasingly demanding higher speeds and bandwidth, necessitating a transition to optical connectivity solutions. Light's superior transmission speed makes fiber optics the ideal technology to meet these evolving requirements, positioning Lumentum to capitalize on this expanding market.