COMPANIES · AI CHIPS & NETWORKING
Lumentum
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.
Same-layer peers share an editorial stack classification; that alone does not establish direct competition.
Connections (3)
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 ↗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 v3.24, released .