---
title: "Data center boom fuels demand despite supply bottlenecks"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/292712521.md"
description: "Surging data center investments are driving strong demand for networking and optical equipment, yet supply bottlenecks in chips and materials like indium phosphide are delaying shipments. Despite these constraints, UBS forecasts that companies such as Arista, Celestica, Extreme, and Lumentum will exceed earnings expectations due to robust order books."
datetime: "2026-07-15T05:03:47.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/292712521.md)
  - [en](https://longbridge.com/en/news/292712521.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/292712521.md)
generator: "portal-rs"
---

# Data center boom fuels demand despite supply bottlenecks

Rising demand: Data center investments have surged in recent months, boosting orders for networking and optical equipment providers. Supply constraints: Shortages of networking chips, CPUs, and materials like indium phosphide are delaying shipments despite strong order books. Earnings outlook: UBS expects companies like Arista, Celestica, Extreme, and Lumentum to post results above forecasts despite ongoing supply issues.

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**