Semiconductors
Lumentum FQ1 Update: Strong Contender in AI Optical Networking
The I/O Fund has been looking closely at the networking stack to position for 2025 due to the increased demand from the expanding role that optical networking will play in artificial intelligence clusters. Lumentum is a strong candidate within the networking stack as the company supplies components for datacom transceivers and optical interconnects. AI models are driving an exponential increase in compute requirements, meanwhile the scaling of workloads is limited by the existing network. Although GPUs and AI accelerators capture the headlines, as we move into 2025, hyperscalers will become equally as focused (if not more so) on networking capabilities as GPUs and ASICs are reaching the upper limit of what networking components and interconnects are capable of.
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