The demand for high-precision lasers is soaring, and the runway ahead looks even more electrified. As artificial intelligence (AI) workloads grow heavier and cloud giants race to upgrade their optical backbones, demand for faster, sharper, and more resilient laser technology is rising, setting the stage for some suppliers to thrive.
Lumentum Holdings (LITE) is the optical-components craftsman quietly powering this surge. Known for its mastery in Indium Phosphide and cutting-edge electro-absorption modulated lasers, the company has evolved far beyond its telecom roots, becoming an essential cog in the AI-driven cloud infrastructure machine.
