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Full file coming soon. Lumentum's links, deals and figures below are what the graph holds today.Not collected yet: 360, Money, Investors, Market share, People and hiring, Legal, News and events, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file
Overview
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answers only from the graph's sourced facts, with citationsForecast record
No forecast published here yet. Each one names its basis and the date it resolves, is scored afterwards, and the hit rate shows here in public once the first resolves.
L6 Power · Networking · LITE · USA
Lumentum
Lasers and optical components for AI datacom
- Links
- 3
- Deals from filings
- 0
- Exposed if it fails
- 1
- 3 within 2 steps
- It depends on
- 1
- 1 within 2 steps
No company file yet: revenue, customers and other figures appear here once they are taken from its filings.
What it is
Lumentum supplies the lasers (EML, CW light sources), chips, and optical components that go into the high-speed transceivers used in AI data-center networks. AI-driven demand for 800G/1.6T optics and external laser sources for co-packaged/optical-I/O designs has re-accelerated its datacom business. It is expanding capacity and moving into transceiver assembly to capture more AI networking value.
Key facts
from its map entry- Products
- EML/CW lasers, optical chips
- Growth
- 800G/1.6T + external laser sources
- Move
- Expanding into transceiver assembly
Pick a link to move the graph there: ·
Connections3 links
Pulled 28 Oct 2026 · AI Systems Map links
Its suppliers
1Who depends on it
1Compare two: what Lumentum shares with another entity
Pick a second entity to see their direct links, the suppliers, backers, rivals and regulators they share, and the deals with the same parties. The graph lights the same set.
Data sources2 sources
| Source | Feeds | Data dated | Pulled | Pulled again | Status |
|---|---|---|---|---|---|
| Market quote (Yahoo Finance, unofficial) | 360 | 30 Oct 2026 | 30 Oct 2026, 12:46 EDT | daily | fresh |
| AI Systems Map links3 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026 | Connections | · | 28 Oct 2026 | when the map is reviewed | hand-built; deals checked against filings |
Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.
Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.