COMPANIES · AI CHIPS & NETWORKING
Lumentum
In the AI Economy Index: Minor, 0.93% (as of 2 October 2026)
Lumentum makes optical and photonic products, including lasers, laser chips, optical transceivers and telecom optical components, plus lasers for industrial and consumer uses.
Lumentum makes optical and photonic products, including lasers, laser chips, optical transceivers and telecom optical components, plus lasers for industrial and consumer uses.
AI data centers move data between GPUs and switches over light, and Lumentum supplies the lasers and optical components behind that, including high-power laser sources for co-packaged optics. NVIDIA listed it in its silicon photonics ecosystem, and its revenue nearly doubled in fiscal 2026 as cloud and AI demand grew.
Cloud and network service providers, AI infrastructure providers and network equipment makers pay it for optical components, modules and lasers; industrial and consumer customers buy its lasers.
United States (San Jose, California)
AI chips and networking. The companies designing the processors, accelerators and networking equipment that do the actual computing behind AI, including GPUs like NVIDIA's, and the high-speed connections that link thousands of them together.
Connections (6)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Current relationships (1)
Source: 2026-08-15 · reviewed 2026-09-26
Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating (per trade reporting, August 2026)
Limits: Trade reporting without a quoted company statement; does not establish volumes, pricing, sole-source status, or Lumentum's revenue from NVIDIA.
NVIDIA Spectrum-X Ethernet Photonics Enters Full Production With 4x Fewer Lasers and a Five-Vendor CPO Supply Chain (StorageReview) ↗Dated or announced (2)
Source: 2026-07-29 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Announcement of an agreement; does not establish actual shipment volumes, pricing, exclusivity, or that the second deposit (timing to be set in 2028) will be paid.
AXT, Inc. Announces Long-Term Supplier Agreement with Lumentum ↗Source: 2025-03-18 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: An ecosystem listing in an NVIDIA announcement; does not specify Lumentum's role, volumes, revenue, or exclusivity.
NVIDIA Announces Spectrum-X Photonics, Co-Packaged Optics Networking Switches to Scale AI Factories to Millions of GPUs ↗Comparisons (3)
Source: 2026-09-16 · reviewed 2026-10-02
Evidence: Analytical comparison · Product/market overlap (Aeluma pre-volume)
Limits: Editorial comparison; the cited Aeluma release does not name Lumentum, Aeluma is pre-volume, and this does not establish any customer contest or market share. The cited source describes only Aeluma's products; the overlap with Lumentum is an editorial comparison not stated in the source.
Aeluma Announces Fourth Quarter and Full Fiscal Year 2026 Financial Results ↗Source: 2026-09-03 · reviewed 2026-10-02
Evidence: Analytical comparison · Product/market overlap
Limits: Editorial comparison; the cited Sivers release does not name Lumentum, and the two differ greatly in scale. Does not establish shared customers or market share. The cited source describes only Sivers's products; the overlap with Lumentum is an editorial comparison not stated in the source.
Sivers Semiconductors Invests USD 30 Million to Expand European Photonics Manufacturing for AI Datacenters ↗Source: 2026-05-13 · reviewed 2026-10-02
Evidence: Analytical comparison · Product/market overlap
Limits: Opinion article relying on third-party market research; names 'Sumitomo' without specifying the legal entity; share figures are not company-confirmed; does not establish competition for any specific customer.
Lasers Are The Heartbeat Of The Optical AI Data Center (Semiconductor Engineering) ↗Lumentum Holdings Inc. Form 10-K for fiscal year ended June 27, 2026 ↗
Reviewed
Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.45, released .