Lumentum Holdings: Optical Networking Drives AI Data Center Growth | 2026 – News and Statistics

May 17, 2026

Investors have traditionally focused on companies that develop core processing systems for artificial intelligence. However, another segment of AI infrastructure, optical networking, is emerging as a major investment area. This change puts Lumentum Holdings (NASDAQ: LITE) in the spotlight.

As AI systems grow in size and functionality, the amount of data transferred between servers and processors is increasing dramatically. This surge has created new bottlenecks that this technology company is designed to solve. While investors once viewed AI primarily as a story about computing power (assuming more powerful chips would drive progress), the industry now recognizes that moving data efficiently is just as important in processing it. Modern AI clusters can include thousands of GPUs working in parallel, and as these systems grow, network data traffic increases exponentially.

Traditional copper-based networks face physical limitations. Higher speeds produce more heat, consume more power, and reduce efficiency. As a result, networking is becoming a critical component of the AI infrastructure stack, creating a long-term opportunity for optical networking companies.

Lumentum develops optical and photonic technologies that enable data transmission using light instead of traditional electrical connections. These technologies are being adopted in cloud infrastructure, communication networks, and increasingly AI data centers. Even the most advanced AI systems cannot reach their full potential without fast and efficient networking, so the company has effectively built a communications layer behind its data centers. Financial results reflected this trend, with Lumentum reporting that for the third quarter of fiscal 2026, which ended March 28, 2026, sales increased 90% year-over-year to $808 million, and operating margin improved 700 basis points.

1. Introduction

Data-driven decisions to grow your business
1. Report description
2. Research methods and AI platforms
3. Data-driven decision making for your business
4. Glossary and specific terms
2. Executive summary

Market performance overview
1. Main findings
2. Market Trends This chapter is only available in the Professional versionprofessional
3. Market overview

Understand the current state and outlook of the market
1. Market Size: Historical Data (2012-2025) and Forecast (2026-2035)
2. Consumption by country: historical data (2012-2025) and forecast (2026-2035)
3. Market forecast to 2035
4. Products with the greatest potential for diversification

Find new products to diversify your business
1. Top products to diversify your business
2. best selling products
3. most consumed products
4. Most traded products
5. The most profitable products for export
5. Most promising supplier countries

Choosing the best country to establish a sustainable supply chain
1. Top countries for sourcing products
2. Top producing countries
3. Top exporting countries
4. low cost exporter
6. The most promising overseas market

Choosing the best country to promote exports
1. Top overseas markets where you can export your products
2. Top consumer market
3. unsaturated market
4. Top import markets
5. most profitable market
7. Production

Latest industry trends and insights
1. Production volume and value: historical data (2012-2025) and forecast (2026-2035)
2. Production by country: historical data (2012-2025) and forecast (2026-2035)
8. Import

Largest import supplier country
1. Imports: historical data (2012-2025) and forecast (2026-2035)
2. Imports by country: historical data (2012-2025) and forecast (2026-2035)
3. Import prices by country: historical data (2012-2025) and forecast (2026-2035)
9. Export

Biggest export destination
1. Exports: historical data (2012-2025) and forecast (2026-2035)
2. Exports by country: historical data (2012-2025) and forecast (2026-2035)
3. Export prices by country: historical data (2012-2025) and forecast (2026-2035)
10. Profile of major producers

The largest producers on the market and their profiles
11. Country Profile

Biggest markets and their profiles

This chapter is only available in the professional version
professional
1. 11.1
  US
  - market size
  - production
  - Imported goods
  - export
2. 11.2
  China
  - market size
  - production
  - Imported goods
  - export
3. 11.3
  Japan
  - market size
  - production
  - Imported goods
  - export
4. 11.4
  Germany
  - market size
  - production
  - Imported goods
  - export
5. 11.5
  England
  - market size
  - production
  - Imported goods
  - export
6. 11.6
  France
  - market size
  - production
  - Imported goods
  - export
7. 11.7
  Brazil
  - market size
  - production
  - Imported goods
  - export
8. 11.8
  Italy
  - market size
  - production
  - Imported goods
  - export
9. 11.9
  Russian Federation
  - market size
  - production
  - Imported goods
  - export
10. 11.10
  India
  - market size
  - production
  - Imported goods
  - export
11. 11.11
  Canada
  - market size
  - production
  - Imported goods
  - export
12. 11.12
  Australia
  - market size
  - production
  - Imported goods
  - export
13. 11.13
  republic of korea
  - market size
  - production
  - Imported goods
  - export
14. 11.14
  Spain
  - market size
  - production
  - Imported goods
  - export
15. 11.15
  Mexico
  - market size
  - production
  - Imported goods
  - export
16. 11.16
  Indonesia
  - market size
  - production
  - Imported goods
  - export
17. 11.17
  Netherlands
  - market size
  - production
  - Imported goods
  - export
18. 11.18
  turkey
  - market size
  - production
  - Imported goods
  - export
19. 11.19
  Saudi Arabia
  - market size
  - production
  - Imported goods
  - export
20. 11.20
  Switzerland
  - market size
  - production
  - Imported goods
  - export
21. 11.21
  Sweden
  - market size
  - production
  - Imported goods
  - export
22. 11.22
  Nigeria
  - market size
  - production
  - Imported goods
  - export
23. 11.23
  Poland
  - market size
  - production
  - Imported goods
  - export
24. 11.24
  Belgium
  - market size
  - production
  - Imported goods
  - export
25. 11.25
  Argentina
  - market size
  - production
  - Imported goods
  - export
26. 11.26
  Norway
  - market size
  - production
  - Imported goods
  - export
27. 11.27
  Austria
  - market size
  - production
  - Imported goods
  - export
28. 11.28
  Thailand
  - market size
  - production
  - Imported goods
  - export
29. 11.29
  united arab emirates
  - market size
  - production
  - Imported goods
  - export
30. 11.30
  Columbia
  - market size
  - production
  - Imported goods
  - export
31. 11.31
  Denmark
  - market size
  - production
  - Imported goods
  - export
32. 11.32
  South Africa
  - market size
  - production
  - Imported goods
  - export
33. 11.33
  Malaysia
  - market size
  - production
  - Imported goods
  - export
34. 11.34
  Israel
  - market size
  - production
  - Imported goods
  - export
35. 11.35
  Singapore
  - market size
  - production
  - Imported goods
  - export
36. 11.36
  egypt
  - market size
  - production
  - Imported goods
  - export
37. 11.37
  Philippines
  - market size
  - production
  - Imported goods
  - export
38. 11.38
  Finland
  - market size
  - production
  - Imported goods
  - export
39. 11.39
  Chile
  - market size
  - production
  - Imported goods
  - export
40. 11.40
  Ireland
  - market size
  - production
  - Imported goods
  - export
41. 11.41
  Pakistan
  - market size
  - production
  - Imported goods
  - export
42. 11.42
  Greece
  - market size
  - production
  - Imported goods
  - export
43. 11.43
  Portugal
  - market size
  - production
  - Imported goods
  - export
44. 11.44
  Kazakhstan
  - market size
  - production
  - Imported goods
  - export
45. 11.45
  algeria
  - market size
  - production
  - Imported goods
  - export
46. 11.46
  czech republic
  - market size
  - production
  - Imported goods
  - export
47. 11.47
  qatar
  - market size
  - production
  - Imported goods
  - export
48. 11.48
  Peru
  - market size
  - production
  - Imported goods
  - export
49. 11.49
  Romania
  - market size
  - production
  - Imported goods
  - export
50. 11.50
  Vietnam
  - market size
  - production
  - Imported goods
  - export
list of tables
1. Key findings in 2025
2. Physical Market Size: Historical Data (2012-2025) and Forecast (2026-2035)
3. Market Value: Historical Data (2012-2025) and Forecast (2026-2035)
4. Per capita consumption by country, 2022-2025
5. Physical production by country: historical data (2012-2025) and forecast (2026-2035)
6. Physical imports by country: historical data (2012-2025) and forecast (2026-2035)
7. Import value, by country: historical data (2012-2025) and forecast (2026-2035)
8. Import prices by country: historical data (2012-2025) and forecast (2026-2035)
9. Physical exports by country: historical data (2012-2025) and forecast (2026-2035)
10. Export value by country (value basis): past data (2012-2025) and forecast (2026-2035)
11. Export prices by country: historical data (2012-2025) and forecast (2026-2035)
List of diagrams
1. Physical Market Size: Historical Data (2012-2025) and Forecast (2026-2035)
2. Market Value: Historical Data (2012-2025) and Forecast (2026-2035)
3. Consumption, by country, 2025
4. Market size forecast until 2035
5. Market value prediction until 2035
6. Market size and growth rate by product
7. Average consumption per person by product
8. Exports and growth by product
9. Export prices and growth rates by product
10. Production volume and growth rate
11. export and growth
12. Export prices and growth
13. Market size and growth
14. consumption per capita
15. import and growth
16. import price
17. Production in the physical sense: historical data (2012-2025) and forecasts (2026-2035)
18. Production value, value basis: historical data (2012-2025) and forecast (2026-2035)
19. Production, by country, 2025
20. Physical production by country: historical data (2012-2025) and forecast (2026-2035)
21. Imports from a physical perspective: historical data (2012-2025) and forecasts (2026-2035)
22. Import value, value basis: historical data (2012-2025) and forecast (2026-2035)
23. Import volume, physical volume, by country, 2025
24. Physical imports by country: historical data (2012-2025) and forecast (2026-2035)
25. Import value, by country: historical data (2012-2025) and forecast (2026-2035)
26. Import prices by country: historical data (2012-2025) and forecast (2026-2035)
27. Exports from a physical perspective: historical data (2012-2025) and forecasts (2026-2035)
28. Export value (by value): historical data (2012-2025) and forecast (2026-2035)
29. Exports (in kind, by country, 2025)
30. Physical exports by country: historical data (2012-2025) and forecast (2026-2035)
31. Export value by country (value basis): past data (2012-2025) and forecast (2026-2035)
32. Export prices by country: historical data (2012-2025) and forecast (2026-2035)