Goldman Sachs Says Optical Networking Is AI’s Next Trillion-Dollar Opportunity. Lumentum May Be the Biggest Winner

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Biztoc.com reports that Goldman Sachs sees optical networking as AI’s next major growth opportunity, with Lumentum named as a possible beneficiary. The source description says AI spending is entering a new phase, shifting attention from earlier infrastructure themes to networking hardware that supports AI systems. For learners, this matters because AI depends on a larger ecosystem of chips, networks, and data-center equipment, not only software models.

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