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Lumentum news

The latest Lumentum news, : Martin Shkreli says photonic chips could run circles around Nvidia.

2 stories mentioning Lumentum since 4 October 2026, newest first, each with its sources and discussion. Follow to see new ones on your front page.

  1. Business & Funding new

    Martin Shkreli says photonic chips could run circles around Nvidia

    On the All‑In podcast released Oct. 12, 2026, former hedge‑fund manager Martin Shkreli named three private startups—Neurofos, Opticore and Lumi—as potential challengers to Nvidia’s AI‑chip dominance. He said their…

    1 source
    247wallst.com
  2. Hardware & Compute new

    Nvidia may accelerate co-packaged optics rollout, boosting Lumentum, GF Securities says

    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…

    1 source
    finance.yahoo.com

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As of 16 October 2026: Martin Shkreli says photonic chips could run circles around Nvidia. On the All‑In podcast released Oct.