{"version":1,"type":"story","url":"https://digestai.news/story/nvidia-may-accelerate-co-packaged-optics-rollout-boosting-lumentum-gf","json":"https://digestai.news/story/nvidia-may-accelerate-co-packaged-optics-rollout-boosting-lumentum-gf.json","markdown":"https://digestai.news/story/nvidia-may-accelerate-co-packaged-optics-rollout-boosting-lumentum-gf.md","slug":"nvidia-may-accelerate-co-packaged-optics-rollout-boosting-lumentum-gf","headline":"Nvidia may accelerate co-packaged optics rollout, boosting Lumentum, GF Securities says","summary":"Nvidia is expanding co-packaged optics faster than anticipated, according to an estimate by GF Securities. The brokerage projects Nvidia's co-packaged optics switch shipments will hit 15,000 units in the fourth quarter of 2026, climb to 16,000 in early 2027, reach 30,000 by mid-2027, and total 100,000 units across 2027.\n\nThis rapid adoption could serve as a growth driver for Lumentum, which manufactures laser chips and photonic components used in optical systems. GF Securities forecasts that Lumentum's revenue from co-packaged optics lasers could grow from $427 million in 2027 to $750 million in 2028.\n\nLumentum's share price has gained more than 195% year-to-date in 2026 amid rising capital expenditure on AI infrastructure. The transition to co-packaged optics aims to integrate optical components directly with semiconductor packages to raise data transmission speeds and cut power usage across expanding GPU clusters.","keyPoints":["GF Securities expects Nvidia co-packaged optics switch shipments to hit 15,000 units in Q4 2026 and 100,000 units throughout 2027.","Lumentum's co-packaged optics laser revenue could rise from $427 million in 2027 to $750 million in 2028, according to GF Securities.","Lumentum stock has gained more than 195% year-to-date in 2026 on rising demand for optical networking components in AI clusters."],"whyItMatters":"Scaling co-packaged optics helps data centers move data between massive GPU clusters at higher speeds with less power, making component suppliers like Lumentum critical to future AI infrastructure.","category":{"slug":"hardware","name":"Hardware & Compute","url":"https://digestai.news/category/hardware"},"entities":{"companies":["Nvidia","Lumentum","GF Securities"],"models":[],"people":[]},"firstPublishedAt":"2026-10-04T12:30:00Z","updatedAt":"2026-10-04T12:30:00Z","sourceCount":1,"hasPrimarySource":false,"sources":[{"outlet":"finance.yahoo.com","title":"Nvidia Just Gave Lumentum Stock a New AI Catalyst","url":"https://finance.yahoo.com/markets/stocks/articles/nvidia-just-gave-lumentum-stock-193002314.html","publishedAt":"2026-10-04T12:30:00Z","type":"press","primary":false,"lead":true}],"sourceNotes":null,"discussions":[],"thread":null,"cite":{"text":"Digest AI, \"Nvidia may accelerate co-packaged optics rollout, boosting Lumentum, GF Securities says\", 4 October 2026, https://digestai.news/story/nvidia-may-accelerate-co-packaged-optics-rollout-boosting-lumentum-gf","publisher":"Digest AI","title":"Nvidia may accelerate co-packaged optics rollout, boosting Lumentum, GF Securities says","datePublished":"2026-10-04T12:30:00Z","url":"https://digestai.news/story/nvidia-may-accelerate-co-packaged-optics-rollout-boosting-lumentum-gf"},"generatedBy":"Written by Digest AI's editorial model from the linked sources; the sources are the record.","license":"Headlines, digests and key points are written by Digest AI and may be quoted with a link to the story page. Linked articles belong to their publishers. Terms: https://digestai.news/terms#reuse"}