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Results for: "lumentum"(1 total found)

Lumentum Optoelectronic Parts Sold Out Through 2029 Amid Severe AI Supply Crunch
Hardware
about 3 hours ago•2 min read

Lumentum Optoelectronic Parts Sold Out Through 2029 Amid Severe AI Supply Crunch

Zubiqo Take

“The AI hardware bottleneck has officially migrated from silicon compute to the optical plumbing, meaning anyone without Nvidia's multibillion-dollar balance sheet is getting pushed to the back of a three-year waitlist.”

AI: BullishMag 7
CryptoBriefing