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Lumentum Selected as an NVIDIA Silicon Photonics Ecosystem Partner to Advance AI Networking at Scale

1. Lumentum is key to NVIDIA's silicon photonics ecosystem. 2. This collaboration boosts Lumentum's innovation and market position.

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Why Bullish?

Lumentum's collaboration with NVIDIA enhances its product relevance, evidenced by previous partnerships that elevated performance and share price.

How important is it?

The partnership with NVIDIA positions Lumentum strategically in a growing segment, impacting investor interest and stock dynamics.

Why Long Term?

Sustained growth expected from ongoing innovations in optical products, reminiscent of past tech advancements driving stock performance.

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NVDAMCHPAMAT
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum"), a market-leading designer and manufacturer of innovative optical and photonic products for cloud, networking and industrial applications, has been selected as a key contributor in NVIDIA's silicon photonics ecosystem. Lumentum's high-power, high-efficiency lasers have a crucial role in the development and deployment of new NVIDIA Spectrum-X Photonics networking switches. This collaboration highlights Lumentum's differentiat.

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