#optical components

4 stories

#data centers #lumentum #nvidia #2029 #ai infrastructure #ai server parts #applied optoelectronics #ar glasses #business #capacity expansion #coherent #coherent corp

Optics Stocks Rally on Sold-Out Capacity
Optics stocks surge 7.3% as sold-out optical capacity extends through early 2029.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
Lumentum AI Parts Sold Out by 2029
Nvidia-backed Lumentum can't meet AI server demand until 2029.
The Japan Times · 1m
Coherent Stock Rises on AI Demand
Coherent stock jumps 5.77% as AI demand fuels aggressive capacity expansion.
Yahoo Finance · 1m
Morphotonics raises €40M to expand into data centers
Dutch display tech startup scales up production for smart glasses and pivots toward optical components for data centers.
TechCrunch · 2m