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Chip and AI supply chain stocks have grabbed investor attention this year as demand for data center gear and networking kits ramps up with the AI boom. Not every supplier will benefit equally, but when a major platform player signals a large strategic tie-up, traders tend to listen.
That’s precisely why Lumentum (LITE) looks interesting now. Optical-networking giant surged after Nvidia (NVDA) disclosed expanded partnerships and investment commitments. Nvidia’s roughly $2 billion backing acts as a visible demand signal for Lumentum’s lasers and photonics components, which power high-speed links inside AI servers and hyperscale networks.
