The Zhitong Finance App learned that the minutes of the Citigroup Global TMT conference show that Lumentum (LITE.US) management, the most core participant in the “Google TPU AI Computing Power Chain” and an indispensable core optical/optical module component supplier of the “Nvidia and AMD AI GPU AI Computing Power Chain”, shows that AI infrastructure is still in the early stages of construction, and the expansion of computing power and physical restrictions on copper interconnection will jointly drive the high-speed interconnection networks within large AI data centers towards optics. The revenue and earnings per share growth rate for the 2027 and 2028 fiscal years will maintain Strong growth trajectory.

The Zhitong Finance App learned that the minutes of the Citigroup Global TMT conference show that Lumentum (LITE.US) management, the most core participant in the “Google TPU AI Computing Power Chain” and an indispensable core optical/optical module component supplier of the “Nvidia and AMD AI GPU AI Computing Power Chain”, shows that AI infrastructure is still in the early stages of construction, and the expansion of computing power and physical restrictions on copper interconnection will jointly drive the high-speed interconnection networks within large AI data centers towards optics. The revenue and earnings per share growth rate for the 2027 and 2028 fiscal years will maintain Strong growth trajectory.