How Lumentum Became a Critical Piece of the AI Boom

How Lumentum Became a Critical Piece of the AI Boom

Lumentum CEO Michael Hurlston joins The Rundown to explain why fiber optics have become one of the most important pieces of the AI infrastructure boom. He breaks down how AI data centers are shifting from copper to optical networking, why hyperscalers like Amazon, Microsoft, Google, and NVIDIA are driving unprecedented demand, and what makes Lumentum’s laser technology so difficult to replicate. Michael also shares his perspective on NVIDIA’s investment in the company, the risk of another fiber bubble, and why he believes AI infrastructure spending is still in its early stages. Plus, we discuss the next big trend in networking: co-packaged optics and the future of AI connectivity.

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Episoder(726)

Deep Dive: How Taiwan Became the Epicenter of AI

Deep Dive: How Taiwan Became the Epicenter of AI

In today's deep dive, Zaid breaks down how Taiwan became the epicenter of AI. We cover the founding of TSMC, why AI made Taiwan borderline irreplaceable, the economic boom that has Taiwan growing fast...

6 Jun 16min

SpaceX Denied VIP Treatment by S&P 500, Lululemon Tanks on Weak Guidance

SpaceX Denied VIP Treatment by S&P 500, Lululemon Tanks on Weak Guidance

Market update for Friday, June 5, 2026. Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant re...

5 Jun 10min

 Broadcom Plunges Despite Record Quarter, Companies Start Rationing AI

Broadcom Plunges Despite Record Quarter, Companies Start Rationing AI

Market update for Thursday June 4, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant rea...

4 Jun 10min

GameStop Rides Collectibles Craze to Earnings Beat, Steph Curry Inks $400M Shoe Deal

GameStop Rides Collectibles Craze to Earnings Beat, Steph Curry Inks $400M Shoe Deal

Market update for Wednesday June 3, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant re...

3 Jun 10min

Anthropic Files for IPO, Alphabet to Raise $80B for AI Buildout

Anthropic Files for IPO, Alphabet to Raise $80B for AI Buildout

Market update for Tuesday June 2, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reac...

2 Jun 10min

Nvidia Jumps Into PC Market with New Chip, SpaceX Lands $4.2B Gov’t Contract

Nvidia Jumps Into PC Market with New Chip, SpaceX Lands $4.2B Gov’t Contract

Market update for June 1, 2026. SpaceX Valuation Deep Dive: [Spotify][YouTube]Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownD...

1 Jun 10min

Spotify Bets Its Podcast Future on Video, AI and Memberships (ft. Roman Wasenmüller)

Spotify Bets Its Podcast Future on Video, AI and Memberships (ft. Roman Wasenmüller)

Fresh off Spotify's Investor Day, Zaid talks with Roman Wasenmüller, Spotify's Global Head of Podcasts, about how a music company became a podcasting powerhouse. Wasenmüller traces it back to early co...

31 Mai 24min

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