Lumentum has been on our radar for more than one year, as the company supplies components for datacom transceivers and optical interconnects with tech that has caught the attention of heavyweight Nvidia. We’ve been closely monitoring Lumentum and waiting patiently for their EML lasers for 200G to ship, enabling 800G and 1.6T bandwidths. As discussed in the past, optical interconnects help data centers accelerate data throughput between data centers and inside the data center between serve...
