Lumentum and Ciena are benefiting from the AI optical connectivity boom, with Lumentum's Q4 revenue reframing the supply chain.
2 reports, 2 independent
Updated Aug 12
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What happened
Lumentum and Ciena are benefiting from the AI optical connectivity boom, with Lumentum's Q4 revenue reframing the supply chain.
Who's involved
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The entities involved
Related events
- Ciena, Coherent, and Lumentum are noted for having different approaches within the optical networking market.
- Both Ciena and Applied Optoelectronics operate within the optical networking market.
- Ciena is involved in the deployment of optical networking to deliver AI services directly to consumers.
- Ciena and Nokia operate in the optical data center interconnect market.
- Ciena and NetApp are benefiting from the enterprise AI infrastructure boom.