---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39221504.md"
description: "From an industry perspective, $Lumentum(LITE.US) is actually quite interesting. It is now essentially a key link in the AI infrastructure chain. After the upgrade in AI computing power, the demand for communication bandwidth between servers has skyrocketed, so many data centers have started using higher-end optical interconnect solutions, such as optical switching and co-packaged optics. Lumentum happens to be one of the core suppliers of lasers and photonic devices. The company's recent financial report is also strong, with revenue growing over 60% year-on-year, and EPS significantly exceeding expectations, indicating that demand is indeed exploding. Now NVIDIA has even directly invested in it, showing that the AI hardware ecosystem is undergoing vertical integration. In the long run, this company is more like the role of "selling shovels in the AI gold rush.""
datetime: "2026-03-12T10:57:24.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39221504.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39221504.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39221504.md)
author: "[等风来的人](https://longbridge.com/en/profiles/26678808.md)"
---

# From an industry perspective, $Lumentum(LITE.US) i…


### Related Stocks

- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)

## Comments (5)

- **usstock_memo · 2026-03-12T11:05:35.000Z**: The only concern is its cyclical stock nature.
- **龙城旧梦 · 2026-03-12T11:05:19.000Z**: Actually, many people don't really understand the field of optical communication.
  - **等风来的人** (2026-03-12T11:07:04.000Z): But data center upgrades are inseparable from this.
- **慢慢富起来 · 2026-03-12T11:05:09.000Z**: I also agree with the logic of AI selling the shovels.
- **Leolove · 2026-03-12T11:04:04.000Z**: Well-analyzed