Lumentum CEO Michael Hurlston On Nvidia’s $2B Bet And Why Light Is Replacing Copper In AI Data Centers
Credit: Michael Hurlston(CEO Lumentum) and Anna Tutova(Founder AI Crypto Minds) at RAISE AI Summit in Paris. The optics giant’s stock has surged 637% in a year, but a recent pullback has Wall Street asking: Is
Lumentum makes special light-based technology that big companies like Nvidia are using instead of copper wires in AI data centers, which is why the company has grown a lot. When you see a stock jump huge and then pull back, it's good to watch whether the company keeps winning new customers or if excitement just cooled down.
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