Lighting Up the AI Era Michael Hurlston CEO of Lumentum
Inside every AI data center, behind every GPU cluster, underneath every rack of compute and storage, there is a connection problem. For decades that problem was solved with copper. Copper cables connected computer storage to switching, and the system worked well enough. Then AI arrived and the speeds required to move data across those connections exceeded what copper physics can handle. The answer is fiber optics and the lasers that power them. That is the business of Lumentum, and it is why Nvidia wrote a two billion dollar check to make sure the supply was locked up. Under CEO Michael Hurlst…
