Demand for "optical interconnect" surges in the era of AI inference! Lumentum (LITE.US), "standing in the light", accelerates NPO and expands OCS to seize the moment of profit growth

智通财经APP has learned that minutes from the Citi Global TMT Conference indicate that Lumentum (LITE.US), a key player in the “Google TPU AI Computing Power Chain” and a core optical/optical module component supplier indispensable to the “NVIDIA and AMD AI GPU-based AI Computing Power Chain,” has provided the latest management outlook. The company believes that AI infrastructure is still in its early construction phases. The expansion of computing power, coupled with the physical limitations of copper interconnects, is jointly driving the evolution of high-speed interconnection networks inside large AI data centers towards opticalization. Revenue and earnings per share growth rates are expected to maintain a strong trajectory in fiscal years 2027 and 2028.