Positive
Zacks Investment Research
6 days ago
Amid a more than six-month consolidation among major AI infrastructure players like Nvidia ( NVDA ) and Broadcom, leadership within the broader ecosystem has begun to rotate toward smaller, specialized suppliers as infrastructure needs evlove. One standout example has been Lumentum ( LITE ), which has emerged as a major winner during this period, leading the industry in optical networking technology, a critical solution for the high-speed data transmission required by AI compute and data center workloads.