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Michael Hurlston

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  1. Sourcery with Molly O'Shea24 min

    Lumentum CEO: How Lasers Are Transforming AI Data Centers

    Michael Hurlston, Tony Kim, Molly O'Shea

    Under CEO Michael Hurlston, Lumentum has transformed from a diversified manufacturer into a pure-play data center optical leader, tripling revenue and driving its stock price up to 12-fold by capitalizing on the industry's rapid shift from copper to fiber connectivity. This transition, necessitated by the physical limitations of copper in high-speed environments, is straining the specialized Indium Phosphide supply chain due to long lead times for dedicated fabrication facilities. Facing tens of millions in new hyperscaler orders, the company is simultaneously expanding into space-based internet infrastructure and navigating geopolitical dynamics that favor U.S. domestic suppliers over Chinese competitors.