Lumentum Holdings (NasdaqGS:LITE) has entered a new multi year partnership with Nvidia, backed by a US$2b commitment. The agreement focuses on optical networking technology for AI data centers, with demand for Lumentum’s solutions accelerating. Management is highlighting near packaged optics, or NPO, as an emerging product area, with meaningful shipments targeted for next year. Recent share purchases by congressional members involved in national security oversight are drawing additional...