{
  "id": 13019759,
  "title": "Nvidia-backed Lumentum sold out of AI server parts till 2029",
  "url": "https://urgent.news/2026/10/09/nvidia-backed-lumentum-sold-out-of-ai-server-parts-till-2029",
  "topic": "ai",
  "section": "AI",
  "published": "2026-10-09T03:42:00.000Z",
  "source": {
    "name": "Japan Times",
    "slug": "japan-times",
    "url": "https://www.japantimes.co.jp/business/2026/10/09/companies/lumentum-ai-server-sold-out/"
  },
  "original_language": "en",
  "account": "Lumentum Holdings, a company backed by Nvidia, has reported that its optical components are completely sold out until at least 2029 due to high demand from tech companies seeking faster artificial intelligence data centers. CEO Michael Hurlston revealed in a Tokyo-based interview that the company is currently unable to fill approximately 70% of the demand for certain products by the end of next year, and is projected to be unable to meet 30% of the demand for other products through 2028.\n\nJust six months ago, Hurlston had stated that Lumentum was on track to sell out its capacity by 2028. The company, which has received a $2 billion investment from Nvidia alongside competitor Coherent, supplies advanced indium phosphide devices that enable high-speed cloud computing and data transmission.\n\nAnalysts are currently expecting Lumentum's sales to more than double this year.",
  "summary": "The company supplies advanced indium phosphide devices that help enable high-speed cloud computing and data transmission.",
  "key_points": [
    "Lumentum sold out of AI server parts until 2029",
    "CEO Michael Hurlston: 70% demand unfulfilled by year-end",
    "Nvidia investment: $2 billion alongside Coherent"
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}