Lumentum Holdings (LITE)
Optical components, transceivers (800G/1.6T), EML lasers, and optical circuit switching. $2B Nvidia strategic investment (March 2026); $400M+ OCS backlog through 2028.
- Ticker: LITE
- Sector: networking (optical)
- DC exposure tier: high
Lumentum Holdings (LITE) is a high-exposure name in the data-center supply chain in the networking sector. Data Center Index tracks Lumentum Holdings's capex history, project wins, and supplier exposure across the AI infrastructure buildout — refreshed daily from SEC filings and project announcements.
Data center exposure rationale
Cloud & Networking segment — datacom transceivers for AI/cloud — drives the AI ramp guidance; DC is the named growth engine.
Tracked Lumentum Holdings data center projects
- Microsoft Fairwater Wisconsin — 3.3 GW, Mount Pleasant, WI · operational
- Meta Hyperion — 2.3 GW, Holly Ridge, LA · operational
- Google New Albany — 543 MW, New Albany, OH · operational
- Google Omaha — 474 MW, Omaha, NE · operational
- Google Council Bluffs (East) — 284 MW, Council Bluffs, IA · operational