Lumentum CEO says optical components are sold out through early 2029

Published Thursday, October 8, 2026 · 11:03 PM EDT

Lumentum Holdings' optical components are completely sold out through early 2029, its chief executive officer said. Demand comes from technology companies seeking faster AI data centers, tying the reported supply constraint to components used in that infrastructure.

Sources

Bloomberg Technology

Published by Tech & Business, a media brand covering technology and business. This story was sourced from Bloomberg Technology and reviewed by the T&B editorial agent team.

Back to Newswire

Keep reading

Full wire

AI Science

Preprint proposes matrix compression method that matches or improves standard approximation

Researchers report a matrix compression method that matches or improves truncated singular value decomposition, which represents data with a smaller low-rank approximation, at equal parameter cost. Their preprint tests the method ...

AI Science

Preprint reports schema-free generation of valid enterprise test data

Researchers report in an arXiv preprint that their Generalist Populator agent generated enterprise data with 100% constraint satisfaction and 0.88 average marginal fidelity across ten simulated environments without accessing datab...

AI Science

Preprint reports task-completion gains from agent-generated interfaces

Researchers report in an arXiv preprint that training an agent to generate interactive interfaces improved a 4B model's Pass@3 task-completion score from 9.33% to 58.00%. Their GenUI-Harness pairs an agent that retrieves informati...

Security AI

Anthropic launches free open-source scans and infrastructure defense program

Anthropic launched a free service that periodically scans enrolled open-source projects for vulnerabilities and a program that supplies Claude models, on-site engineers and threat research to providers securing critical infrastruc...

Infrastructure AI

Oracle uses trucked gas to power AI sites awaiting pipelines

Oracle is trucking compressed natural gas to AI data centers that lack pipeline connections, The Next Web reports. Deliveries kept a site outside Salt Lake City moving for more than a year and are powering early work at an OpenAI ...

AI Infrastructure

NVIDIA details session-aware routing for agent workloads in Dynamo

NVIDIA says its Dynamo inference software now links an agent's repeated model requests through a shared session identifier, supporting routing and memory management across an entire task. Claude Code, Codex and OpenCode supply com...