WS #15615
Demand for AI infrastructure remains intensely robust, with Lumentum reporting that its optical parts supply is fully booked through 2029, with customers already securing 2030 orders. This supply-side constraint validates the capital expenditure cycle of major cloud providers like Amazon (AWS), reinforcing the bullish outlook for optical networking and semiconductor equipment manufacturers despite broader market volatility.
AI Infrastructure Demand
Demand for AI infrastructure remains intensely robust, with Lumentum reporting that its optical parts supply is fully booked through 2029, with customers already securing 2030 orders. This supply-side constraint validates the capital expenditure cycle of major cloud providers like Amazon (AWS), reinforcing the bullish outlook for optical networking and semiconductor equipment manufacturers despite broader market volatility.