# Lumentum AI Parts Sold Out by 2029

> Nvidia-backed Lumentum can't meet AI server demand until 2029.
- Title: Lumentum AI Parts Sold Out by 2029 · The Japan Times
- Summary: Nvidia-backed Lumentum can't meet AI server demand until 2029. Lumentum's optical components are sold out through 2029 due to tech companies' demand for…
- Keywords: lumentum, nvidia, ai server parts, optical components, tech companies, 2029, news, politics, world, Parts, Sold, The Japan Times
- Source: The Japan Times — https://japantimes.co.jp/business/2026/10/09/companies/lumentum-ai-server-sold-out
- Author: No Author
- Published: 2026-10-09T03:42:00+00:00
- Read time: 1 min
- Topics: lumentum, nvidia, ai server parts, optical components, tech companies, 2029, news, politics, world
## Lumentum's AI Parts Sold Out
Lumentum Holdings' optical components are completely sold out through early 2029 on demand from tech companies clamoring for faster artificial intelligence data centers.
## 70% Demand Unmet Next Year
Lumentum is unable to meet about 70% of demand for some products through next year, and won't be able to address 30% of demand for some other products through 2028.
## 2028 Capacity Shortfall
Just six months ago, Lumentum was on track to sell out its capacity by 2028, but now faces a 2029 deadline for full demand fulfillment.
## Key takeaway

Lumentum's optical components are sold out through 2029 due to tech companies' demand for faster AI data centers.