3 High-Growth Unknowns in Photonics That Are Vital for AI

Core Insights - Photonics technology utilizes light for various applications, including data transmission and medical uses, making it an attractive sector for investors seeking new tech opportunities [2] - The interaction between photonics and AI applications is crucial for tech investors, as photonics can provide the fast data transmission needed in the AI space [3] Company Summaries - Lumentum Holdings Inc. specializes in lasers and optical modules for telecommunications, reporting a 45% year-to-date increase in shares and a revenue growth of nearly two-thirds year-over-year to over $665 million for Q2 fiscal 2026 [4] - Lumentum's optical circuit switch business has a backlog of $400 million, and the company projects a revenue midpoint of $805 million for the current quarter, indicating an 85% year-over-year improvement [5] - Other photonics companies, such as Coherent and MKS Instruments, have also shown growth, with MKS offering a diversified approach in the photonics space [6]