Nvidia is investing $2 billion in Lumentum, indicating the importance of Lumentum's technology for AI data centers.
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The creator discusses Lumentum (LITE) and its role in enabling AI data centers through photonics technology...
Charan InvestsMar 29, 2026
The creator discusses Lumentum (LITE) and its role in enabling AI data centers through photonics technology. Nvidia's $2 billion investment in Lumentum highlights the importance of this sector, with projections for significant growth.
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Lumentum is a key player in photonics for AI data centers, with Nvidia investing $2B and the creator believing it could 2-3x from here.
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