Lumentum
7 statements across 1 episodes · 5 bullish · 1 bearish · 1 people on the record · first statement Jul 29, 2026 by Michael Hurlston · said 32 times in 7 episodes since 2026 · across every show →
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brought up most by Michael Hurlston (24), Molly O'Shea (7), Tony Kim (1)
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2026 32 mentions in 7 episodes 5 per episode
- Lumentum CEO: How Lasers Are Transforming AI Data Centers · Sourcery with Molly O'Shea
- BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
- AssemblyAI Now Handles 4x YouTube's Daily Volume
- Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition · Sourcery with Molly O'Shea
- Hyperscalers Are Out of Capacity? | MongoDB CEO · Sourcery with Molly O'Shea
- Inference 101: SambaNova CEO Rodrigo Liang · Sourcery with Molly O'Shea
- Andrew Feldman on Building a Chip 58x Larger Than Nvidia's · Sourcery with Molly O'Shea
- every mention in 2026, scene by scene →
Everything said about Lumentum, oldest first
Jul 29, 2026 bullish
Jul 29, 2026 bullish
Hurlston: Existing Data Centers Will Shift to Optics Regardless of Buildouts
“What's interesting about the optical industry is if there are no more data center build outs, if you don't see this crazy rate of construction that we've seen over the past three or four years, still you're going to have a shift within the existing properties …”
Jul 29, 2026 bullish
Hurlston: Lumentum Shifted Strategy to Become Almost a Data Center Pure-Play
“What I've done is said, okay, look, let's focus our efforts on the data center. There's enough here going on that we really want to simplify our business as much as we possibly can. Focus on where we think the biggest opportunities are, and that's the data cen…”
Jul 29, 2026 positive
Jul 29, 2026 bullish
Hurlston: Hyperscalers request millions of optical units versus historical thousands
“You're talking about volumes of, let's say, a thousand units a quarter. And now we're being asked by these hyperscalers to deploy in 1,000,010 of millions of units. So it's really changed the dynamic in our industry, not just for Lumentum, but I think every si…”
Jul 29, 2026 bearish
Hurlston: Fiber optics demand is creating an industry manufacturing bottleneck
“So there's a bottleneck that's developing. I think you talked about it with Tony. And as these fiber optics becomes more and more prevalent in data center, it's creating an ever tighter noose around the industry because there's only so much we can do so quickl…”