ENTITY
Michael Hurlston
Michael Hurlston
PulseAugur coverage of Michael Hurlston — every cluster mentioning Michael Hurlston across labs, papers, and developer communities, ranked by signal.
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RECENT · PAGE 1/1 · 2 TOTAL
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AI chip material shortage looms as demand outstrips supply
Lumentum's CEO, Michael Hurlston, has warned of a significant upcoming shortage of indium phosphide, a crucial material for lasers used in AI data centers. The demand from AI companies like Nvidia is vastly outstripping…
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Lumentum CEO: AI component demand outstrips supply, orders booked until 2028
Lumentum, a major US optical module manufacturer, reported a record-breaking third fiscal quarter with revenue soaring 90% year-over-year to $808 million. The company also saw significant improvements in profitability, …