Lumentum

Lumentum is a market-leading manufacturer of innovative optical and photonic products enabling optical networking and commercial laser customers worldwide.

06/03/2026

The rapid evolution of AI models is creating a moving target for infrastructure.

In the latest episode, Lumentum CTO Matt Sysak reflects on how rapidly changing are shaping demand for:

🔹 More interconnect and
🔹 Faster, more efficient technologies
🔹 Solutions that can scale while balancing power and cost

As Matt shares, meeting that demand is not only about adding capacity but reimagining how we build things.

Explore more videos: https://bit.ly/47pOHbZ

05/29/2026

networks are driving fundamental changes in optical infrastructure, requiring not only higher bandwidth, but also more dynamic and reconfigurable connectivity.

Optical Circuit Switches (OCSs) are emerging as an important technology for enabling scalable AI fabrics; MEMS mirrors are at the core of that evolution.

In this new blog post, Sheldon McLaughlin explains why Lumentum’s MEMS-based optical switching is uniquely suited for AI data centers, combining low optical loss, protocol transparency, scalable radix, and decades of proven reliability across large-scale optical networks.

Read more: https://bit.ly/4dzSA2C

05/27/2026

The rapid growth of is pushing data center infrastructure to its limit. Meeting that demand requires advanced hardware innovation built on deep technical capabilities.

In the premiere of CTO Matt Sysak’s four-part video series, discover how
Lumentum translates decades of expertise into differentiated products. From our MEMS-based optical circuit switches to InP-based EMLs, our technologies have evolved from enabling 10-25G to 200G/channel today, and with 400G already under development.

Explore more videos: https://bit.ly/47pOHbZ

05/21/2026

As and semiconductors converge, manufacturing innovation will be essential to delivering the performance, reliability, and volume demands.

At the 2026 Optica Global Advanced Manufacturing Alliance, Matt Guzy will address how Lumentum leverages photonics to scale, discussing lessons from semiconductor manufacturing in scaling photonics.

📅 Wednesday, June 3, 2026 @ 9:40 – 10:40 a.m.
📍 Warwick Grand-Place Brussels Hotel | Brussels, Belgium
🔗 Learn more: https://bit.ly/4ttHzEG

05/20/2026

workloads are changing the scaling assumptions behind modern data center networks. At North American Network Operators' Group (NANOG) 97, our own Christian Urricariet will discuss how bandwidth density, power, thermal, and fiber-management constraints are influencing AI network architecture as clusters continue to scale.

The session examines architectural approaches that operators are evaluating today, including co-packaged optics, external laser sources, and optical circuit switching, along with the trade-offs these approaches introduce in large-scale AI environments.

📅 Monday, June 1, 2026 @ 4:30 p.m. PT
📍 Bellevue, Washington | Hyatt Regency, Grand Ballroom A-G
🔗 Learn more: https://bit.ly/3PbCt1Q

05/19/2026

It’s official: Lumentum is now part of the Nasdaq-100 Index® 🎉

Just weeks after joining the S&P 500, momentum hasn’t let up, and we’re excited to see where our journey leads next.

A huge thank you to our employees, customers, and partners for making this possible and to for celebrating with us in Times Square.

🔗 Learn more: https://bit.ly/4treR7c

05/16/2026

Light has always connected our world. Today, it’s shaping the future.

This International Day of Light, we’re spotlighting how photonics has evolved from early telecom networks to the high-speed, hyperconnected optical infrastructure behind next-generation data centers and .

At Lumentum, we’re proud to advance the photonic technologies enabling greater efficiency, scalability, and performance at a global scale.

Swipe through to see the evolution!

05/12/2026

Just announced: Lumentum will be joining the Nasdaq-100 Index® on May 18!

This exciting milestone reflects the critical role ’s optical technologies play in scaling the -driven data center infrastructure, from 200G lasers to co-packaged and optical circuit switches.

🔗 Read more: https://bit.ly/4treR7c

05/09/2026

Still thinking about OFC 2026?

A major theme at this year’s OFC Conference was the future of optical infrastructure, which continues to shape industry conversations.

We’re sharing two perspectives on OFC and where AI infrastructure is headed next.

🔹 In Part 1, Loukas Paraschis breaks down key market trends at the conference, including new optical scale-up initiatives and the growing influence that total cost of ownership (TCO) will have on deployment at scale: https://bit.ly/4nC3aJX

🔹 In Part 2, Christian Urricariet explores how those trends translate into real technologies - highlighting the path beyond 1.6T, advances in co-packaged optics ( ) and EMLs, and the expanding role of VCSELs and optical circuit switching ( ): https://bit.ly/4nqBtne

Enjoy the read!

05/07/2026

Demand driven by data centers isn’t slowing down, and neither is the need for the infrastructure powering it.

This morning, CEO Michael Hurlston joined Fox Business’s Maria Bartiromo to discuss how hyperscale AI investments are driving Lumentum’s strong performance and multi-year outlook – with the ongoing shift from copper to optics solidifying ’s strong position as we do business with hyperscalers.

As demand for our optical technologies continues to outpace supply, our investment from has enabled us to expand our capacity in and hire more skilled workers to help meet demand.

Hear more in the interview: https://fxn.ws/3P4awsK

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