---
title: "Lumentum shares have soared 600% over the past year amid AI demand"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/296411851.md"
description: "Lumentum shares surged 600% over the past year, driven by AI demand for its 1.6-terabit optical transceivers. CEO Michael Hurlston highlighted how AI infrastructure fuels growth and announced a new North Carolina facility investment to expand domestic capacity, targeting a $75 billion market."
datetime: "2026-08-19T23:52:41.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/296411851.md)
  - [en](https://longbridge.com/en/news/296411851.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/296411851.md)
generator: "portal-rs"
---

# Lumentum shares have soared 600% over the past year amid AI demand

Lumentum President and CEO Michael Hurlston joins Liz Claman to discuss the massive demand for the company's 1.6-terabit optical transceivers. Hurlston explains how artificial intelligence infrastructure is fueling their rapid growth. He also details Lumentum's investment in a new North Carolina facility to expand their domestic footprint, targeting a $75 billion market.

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