Michael Hurlston
President and CEO of Lumentum Holdings, an optical components company supplying data-center connectivity for AI and high-speed networking, interviewed about optics demand and partnerships with NVIDIA.
Top 3 podcasts with Michael Hurlston
Ranked by the Snipd community
16 snips
Mar 13, 2026 • 42min
Lumentum on Optics Shifts in AI Data Centers
Michael Hurlston, CEO of Lumentum and veteran semiconductor and optics executive, discusses optics shifting into AI data-center networking. He covers the move from telecom to hyperscalers, adapting components and systems, repurposing laser IP, and scaling optical solutions across and within data centers. Rapid product cycles and close customer co-development come up as key themes.
9 snips
Dec 3, 2025 • 33min
How Photonics Will Transform AI Data Centers: Lumentum CEO Michael Hurlston
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!
Mar 12, 2026 • 44min
Mad Money w/ Jim Cramer 3/12/26
Lloyd Blankfein, former Goldman Sachs CEO known for leadership during crises. Gary Steele, CEO of Shield AI building autonomous defense drones. Michael Hurlston, CEO of Lumentum powering data-center optics. They discuss optics demand and NVIDIA ties. They cover drones and autonomy in modern combat. They reflect on Goldman culture, crisis leadership, and potential public markets for defense tech.
