Lumentum says AI laser capacity sold out into 2029

Lumentum says its indium phosphide laser capacity for AI data center optics is spoken for into early 2029 as the shortage lengthens. Its largest hyperscaler customers are now helping fund expansion and share the financial risk.

• Lumentum's InP laser capacity is sold out into early 2029
• Shortage of lasers for AI data center optics keeps growing
• Hyperscalers fund expansion and share the financial risk