Why Lumentum (LITE) Remains Tied to the Optical Bottleneck Inside AI Data Centers
Key takeaways
- Why Lumentum (LITE) Remains Tied to the Optical Bottleneck Inside AI Data Centers Habib Ur Rehman Fri, June 19, 2026 at 9:34 PM GMT+7 1 min read LITE NVDA Lumentum Holdings Inc.
- Lumentum’s recent growth already reflects that demand shift.
- (NASDAQ:LITE) provides optical and photonic products for cloud networking, AI data centers, telecom, industrial, and sensing applications.
Why Lumentum (LITE) Remains Tied to the Optical Bottleneck Inside AI Data Centers Habib Ur Rehman Fri, June 19, 2026 at 9:34 PM GMT+7 1 min read LITE NVDA Lumentum Holdings Inc. (NASDAQ:LITE) is one of the fastest-growing AI infrastructure stocks to buy. On June 11, 2026, J.P. Morgan reiterated an Overweight rating on Lumentum and argued that investor concerns around co-packaged optics adoption were overstated. The firm pointed to continued progress from NVIDIA and broader customer interest in co-packaged and near-packaged optics, keeping Lumentum closely tied to the optical layer of AI data centers. That layer is becoming more important as AI clusters require faster, lower-latency links between chips, switches, racks, and data halls.
Lumentum’s recent growth already reflects that demand shift. In its fiscal third-quarter 2026 results, the company reported revenue of $808.4 million, up 90% from $425.2 million a year earlier, while GAAP net income improved to $144.2 million from a net loss of $44.1 million. Management also highlighted co-packaged optics and optical circuit switches as future earnings drivers.
Lumentum Holdings Inc. (NASDAQ:LITE) provides optical and photonic products for cloud networking, AI data centers, telecom, industrial, and sensing applications.