Lumentum CEO Michael Hurlston said in a Bloomberg interview in Tokyo on Friday that the optical components manufacturer, backed by NVIDIA, has sold out all its products until early 2029, with robust AI data center demand making it difficult to keep up. He revealed that approximately 70% of the demand for some products cannot be met before next year, and for other products, there is still a 30% demand gap until 2028. To cope with orders, Lumentum has increased the capacity of its Tokyo factory by 12 times in the past two years and plans to invest at least $350 million in that factory and adjacent facilities, while also considering acquisitions to enhance capabilities.