Lighting Up the AI Era: Michael Hurlston, CEO of Lumentum

Inside every AI data center, behind every GPU cluster, underneath every rack of compute and storage, there is a connection problem. For decades that problem was solved with copper. Copper cables connected computer storage to switching, and the system worked well enough. Then AI arrived and the speeds required to move data across those connections exceeded what copper physics can handle. The answer is fiber optics and the lasers that power them. That is the business of Lumentum, and it is why Nvidia wrote a two billion dollar check to make sure the supply was locked up. Under CEO Michael Hurlston, Lumentum has rebooted itself from a telecom-era optical components company into one of the most strategically critical infrastructure players in the AI economy. Revenue is on track to more than double from 1.5 billion dollars last year to over 3 billion this year. The stock has surged more than 1,500 percent. And the company is investing three years ahead of demand, building a new indium phosphide fabrication facility in Greensboro, North Carolina, to supply the laser chips that data centers will need as the conversion from copper to fiber optics accelerates.

On this episode of The Reboot Chronicles Podcast, we sit down with Michael Hurlston, CEO of Lumentum, to unpack why lasers and fiber optics are the invisible infrastructure layer the AI economy cannot function without, how the company is managing the challenge of scaling from thousands of units per quarter to potentially hundreds of millions, why Lumentum is making a pure play bet on the data center opportunity while de-emphasizing other markets, and what it takes to lead a public company through rocket ship growth. Hurlston also shares the personal reboot story behind his career, including the catastrophic startup failure that ultimately sent him to Broadcom and set the foundation for everything that followed.