$Lumentum(LITE)$ The Nvidia CP

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$Lumentum(LITE)$ The Nvidia CPO tailwind for Lumentum is getting a lot of attention. Co-Packaged Optics adoption is moving fast — integrating optical components directly into chip packaging lets Lumentum's laser tech help AI data centers push information faster while using a fraction of the electricity. On the revenue side, projections show Lumentum's CPO laser sales could jump from $427 million in 2027 to $750 million by 2028, with Near-Packaged Optics potentially scaling past $2.5 billion.

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