Michael Hurlston, Lumentum Holdings, Inc. | CASPA CEO Summit 2026

Michael Hurlston, President & CEO, Lumentum Holdings, Inc. 00:00 - Scaling AI Infrastructure With Optical Networking 04:20 - Integrated Optics Power, Latency, and Space Benefits 07:41 - Laser Supply Constraints and Optical Switching 11:09 - Copper Distance Limits at Higher Speeds 14:16 - Semiconductor Partnerships and Optical Adoption 16:36 - Investing in Fabs and Optical Packaging