The Stock That Went Up 1000% | Lumentum CEO

Everyone talks about Nvidia GPUs. Few people talk about the lasers connecting them. Michael Hurlston is the CEO of Lumentum (NASDAQ: LITE), one of the world's leading suppliers of optical networking and laser technologies powering AI data centers. Before joining Lumentum in 2025, he served as CEO of Synaptics and previously led Finisar, making him one of the few executives to lead three public technology companies. In this conversation from the RAISE Summit in Paris, Michael explains why AI is forcing a once-in-a-generation shift from copper wiring to fiber optics, why hyperscalers are demandi