Lumentum
3 stories
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techChina’s Indium Phosphide Export Controls Threaten Global AI Infrastructure Rollout
Beijing's export restrictions on indium phosphide are creating critical supply bottlenecks for AI data centers, forcing US manufacturers to accelerate domestic production despite multi-year qualification timelines.
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financeNASDAQ 100 Shatters Records, Surpasses 30,000 for the First Time
The tech-heavy index crossed 30,000 for the first time, fueled by AI spending and strong earnings.
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techNvidia Invests $4 Billion to Accelerate AI Chip Technology
Nvidia commits $4 billion to Lumentum and Coherent, boosting AI processor output with advanced photonic technology for faster inference.