Core Insights - Lumentum Holdings Inc. is recognized as a top-performing large-cap stock, particularly following the announcement of its new R64 Optical Circuit Switch platform aimed at AI data centers [1][2]. Product Expansion - The R64 platform is an expansion of Lumentum's Optical Circuit Switch product line, designed specifically for lower-port-count applications, launching initially as a 64×64-port product [1][2]. - The R64 complements the existing R300 OCS, which features a higher port count of 300×300 [2]. Technical Specifications - The R64 OCS boasts very low power consumption, consuming less than 150 W while handling over 100 Tbps of optical traffic, representing an 80% reduction in power usage compared to traditional packet-based switches [3]. - The platform utilizes MEMS technology, which enhances optical performance by minimizing insertion loss and polarization dependence, and allows for flexible optical design with scalability to 72×72 ports and full any-to-any fiber connectivity [3]. Company Overview - Lumentum Holdings Inc. operates in the optical and photonic products sector, with its business divided into two segments: Cloud & Networking and Industrial Tech [4].