# Lumentum CEO says optical components are sold out through early 2029

_Published Thursday, October 8, 2026 at 11:03 PM EDT · Infrastructure, AI · Latest · Tier 2 — Notable_

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](https://www.bloomberg.com/news/articles/2026-10-09/nvidia-backed-lumentum-sees-opto-parts-capacity-sold-out-to-2029)

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Canonical: https://techandbusiness.org/newswire/Tky6X5hyLJVptIVXWZfKCG
Published: 2026-10-09T03:03:11.098Z
Story chronology: 2026-10-09T00:24:16.000Z
Retrieved: 2026-10-09T05:19:37.303Z
Publisher: Tech & Business (techandbusiness.org)