Lumentum says optics penetrating in-rack connectivity, expanding addressable market with CPO lasers and NPO engagements
Lumentum reported that optics are beginning to penetrate in-rack connectivity, significantly expanding its addressable market, with ultra-high-power CPO lasers, ELS modules, and NPO engagements emerging as next growth drivers in the AI infrastructure trade.
Detected & updated continuously · Source: Nebula
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@crux_capital_
I can't get over the scale up CPO comments $LITE The timeline confirmation for this, in addition to the NPO dialogue is significant And I truly do not think it's priced in in the 800's. I think that gets priced in in the $1100+ range. Also, myself and others have heard from
@schaeffers
An interesting read-through for the AI infrastructure trade: $LITE says optics are beginning to penetrate in-rack connectivity, significantly expanding its addressable market. Ultra-high-power CPO lasers + ELS modules + NPO engagements are emerging as the next growth drivers.