Lumentum
Medium riskLITE · Public · United States
Optical component and laser supplier with relevance to high-speed data center connectivity and photonics roadmaps.
4/5
Core SupplierOptical Interconnect & CPO
Category
Optical Interconnect & CPO
Companies involved in optical modules, lasers, photonics, transceivers, CPO, and optical components for AI data center networking.
Plain-English Explanation
This category covers the optical links that move data between switches, servers, racks, and eventually more tightly integrated compute systems.
Why This Category Matters
AI workloads move huge volumes of data across dense clusters. Electrical links remain important, but optical links become more important as distance, bandwidth, and power constraints intensify.
Key Technologies
Optical transceiversLasersOptical DSPsSilicon photonicsCo-packaged opticsOptical components
Companies In This Category
Coherent
Medium riskCOHR · Public · United States
Broad photonics and engineered materials supplier with exposure to optical communications and data center connectivity.
4/5
Applied Optoelectronics
High riskAAOI · Public · United States
Optical module and component company discussed around data center transceiver demand and high-speed connectivity cycles.
4/5
High BetaOptical Interconnect & CPO
Fabrinet
Medium riskFN · Public · Thailand / United States
Advanced manufacturing partner for optical communications and precision products used across data center infrastructure supply chains.
4/5
Corning
Low riskGLW · Public · United States
Materials and fiber infrastructure supplier with relevance to optical networking and data center connectivity.
3/5
POET Technologies
Speculative riskPOET · Public · Canada
Early-stage photonics platform company associated with integrated optical engines and advanced packaging concepts.
3/5
LightPath Technologies
Speculative riskLPTH · Public · United States
Optics and photonics component company with a smaller-scale role in specialized optical systems and materials.
2/5
Broadcom
Low riskAVGO · Public · United States
Large-scale semiconductor and infrastructure software platform with major relevance to AI networking silicon and custom accelerator ecosystems.
5/5
Marvell Technology
Medium riskMRVL · Public · United States
Data infrastructure semiconductor company focused on custom silicon, optical DSPs, connectivity, and cloud networking.
5/5
Credo Technology
High riskCRDO · Public · United States
High-speed connectivity company associated with SerDes, active electrical cables, optical DSPs, and data center interconnect.
4/5
Related Articles
AI optical interconnect companies
Top AI Optical Interconnect Companies to KnowA neutral guide to optical interconnect companies that help move data through AI data centers.
CPO companies
Top CPO and Silicon Photonics Companies for AI Data CentersA practical map of companies and technologies tied to co-packaged optics, silicon photonics, and future AI data center interconnect.
CPO vs pluggable optics
CPO vs Pluggable Optics: What Matters for AI Data CentersA plain-English comparison of co-packaged optics and pluggable optics for AI data center networking.
800G vs 1.6T optical transceivers
800G vs 1.6T Optical Transceivers: Why Bandwidth MattersA plain-English explainer on 800G and 1.6T optical transceivers and why higher bandwidth matters for AI data centers.
Related Maps
Industry map
Optical Interconnect Company MapA map of optical components, modules, lasers, CPO, silicon photonics, and manufacturing roles in the AI data center connectivity stack.
LasersOptical componentsOptical modulesCPO / silicon photonics
Industry map
AI Infrastructure Stack MapA plain-English view of the companies and categories that sit beneath modern AI data center deployment.
AI AcceleratorsAI NetworkingOptical InterconnectPower
Related Comparisons
| Research field | Lumentum | Coherent |
|---|---|---|
| Category | Optical components and lasers | Broad photonics, optics, and engineered materials |
| Business role | Supplier of optical components and lasers for communications and industrial markets | Supplier across optical communications, lasers, materials, and photonics systems |
| AI infrastructure exposure | Relevant to high-speed optical links and optical component demand | Relevant to optical communications, lasers, and photonics components used in data infrastructure |
| Key technologies |
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| Maturity level | Core Supplier | Core Supplier |
| Risk level | Medium | Medium |
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