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Barchart
Barchart
Nauman Khan

Nvidia Just Gave Lumentum Stock a New AI Catalyst

Lumentum (LITE) just received a major vote of confidence as Nvidia accelerates its push into co-packaged optics.

GF Securities says Nvidia (NVDA) is scaling out co-packaged optics, or CPO, faster than expected, creating another potential growth driver for Lumentum. The company supplies laser chips and photonic components used in optical systems, putting it close to the center of the AI networking buildout.

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