Michael Hurlston

Optical interconnects are moving inside the compute tray, targeting the memory tier that carries roughly ten times the scale-up bandwidth per GPU and about one hundred times the scale-out bandwidth, a…

Lumentum Holdings reported $1.01 billion in revenue for the fourth quarter of fiscal year 2026, more than doubling the $480.7 million from the same period last year, driven by surging demand for its l…

Lumentum Holdings Inc. told investors on May 5 that demand for its electro-absorption modulated laser chips exceeded supply by more than 30%, as indium phosphide (InP) capacity lags. CEO Michael Hurls…