Bloomberg Earlier Reported 'Nvidia-Backed Lumentum Sold Out of AI Server Parts Till 2029'
https://www.bloomberg.com/news/articles/2026-10-09/nvidia-backed-lumentum-sees-opto-parts-capacity-sold-out-to-2029
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Why It Matters
Lumentum makes tiny computer parts that AI servers need. They have sold all their parts until 2029, which shows how much companies want AI technology right now.
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