The TechStack How Photonics Will Transform AI Data Centers: Lumentum CEO Michael Hurlston
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Dec 3, 2025 
Michael Hurlston, the CEO of Lumentum, dives into the revolutionary world of optical networking for AI data centers. He discusses how fiber optics have evolved from telecommunications to transform data-center applications. Michael contrasts Lumentum's manufacturing approach with fabless models, shedding light on the advantages of optical circuit switches. He forecasts a surge in co-packaged optics by 2026-2027 and shares insights on growth drivers for Lumentum, including lasers and longer-term optical innovations. Tune in for a fascinating look at the future of tech!
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Optics Is Central To The AI Data Center
- Optical technology moved from a telecom backbone role into the center of the AI data-center revolution.
- Lasers and fiber optics now enable the bandwidth and speeds AI workloads demand.
From Fabless To In-House Manufacturing
- Michael contrasts Lumentum's insourced manufacturing with Synaptics' outsourced fab model from his prior CEO role.
- He emphasizes the operational challenge of running fabs and factories compared with pure semiconductor design.
Heritage Tech Meets Hyperscaler Demand
- Lumentum's telecom heritage gave it laser and subsea expertise now repurposed for hyperscalers.
- Hyperscalers' need for data-center interconnect created strong demand for optical products.