NewsMarkets

Business

Lumentum CEO Says AI Opto-Parts Capacity Sold Out Through 2029

CEO Michael Hurlston states that demand from tech companies for AI infrastructure has exhausted the company's production capacity for optoelectronic components through nearly 2029.

3 publishers · 4 articles · first seen 9 Oct 2026 · updated 29d ago

Headline and summary written by an AI model from the linked articles; not reviewed by a person. How this was made

First reported by Bloomberg Technology, 3h 17m ahead of the next publisher · who breaks stories first

This story has stopped developing; this page is its permanent record. More from that day

The odds

How the odds moved · Will NVIDIA be the largest company in the world by market cap on October 31, 2026?
0%50%100%0%2 Oct, 12:44 UTCnowBloomberg Markets: Lumentum CEO: Opto-Parts Capacity Sold Out to 2029 · 9 Oct, 01:27 UTCBloomberg Technology: Nvidia-Backed Lumentum Sees Opto-Parts Capacity Sold Out to 2029 · 9 Oct, 00:24 UTCQuartz: Lumentum says its AI data center optical parts are sold out through early 2029 · 9 Oct, 11:30 UTCLatest articles: Nvidia-backed Lumentum sold out of AI server parts till 2029 · 9 Oct, 03:42 UTC

Each tick is a source publishing on this story

Price data
TimeChance of yes
now0%
31 Oct, 03:38 UTC0%
31 Oct, 01:32 UTC0%
31 Oct, 01:18 UTC0%
31 Oct, 00:38 UTC0%
31 Oct, 00:02 UTC0%
30 Oct, 23:55 UTC0%
30 Oct, 23:09 UTC0%
30 Oct, 22:54 UTC0%
30 Oct, 22:26 UTC1%
30 Oct, 21:53 UTC1%
30 Oct, 20:51 UTC1%
30 Oct, 20:15 UTC1%
30 Oct, 19:53 UTC1%
30 Oct, 19:06 UTC1%
30 Oct, 18:58 UTC2%
30 Oct, 18:18 UTC2%
30 Oct, 17:56 UTC3%
30 Oct, 17:27 UTC4%
30 Oct, 16:54 UTC6%
30 Oct, 16:25 UTC7%
30 Oct, 15:50 UTC12%
30 Oct, 15:28 UTC14%
30 Oct, 14:58 UTC18%
30 Oct, 14:23 UTC32%
30 Oct, 13:58 UTC27%
30 Oct, 13:20 UTC50%
30 Oct, 12:59 UTC45%
30 Oct, 12:24 UTC54%
30 Oct, 11:59 UTC48%
30 Oct, 11:24 UTC45%
30 Oct, 10:50 UTC40%
30 Oct, 10:28 UTC42%
30 Oct, 09:58 UTC38%
30 Oct, 09:29 UTC25%
30 Oct, 08:55 UTC30%
30 Oct, 08:22 UTC25%
30 Oct, 07:55 UTC26%
30 Oct, 07:28 UTC31%
30 Oct, 06:56 UTC34%
30 Oct, 06:28 UTC35%
30 Oct, 05:56 UTC36%
30 Oct, 05:28 UTC36%
30 Oct, 04:43 UTC33%
30 Oct, 04:29 UTC33%
30 Oct, 03:54 UTC32%
30 Oct, 03:23 UTC37%
30 Oct, 02:55 UTC39%
30 Oct, 02:16 UTC37%
30 Oct, 01:55 UTC35%
30 Oct, 01:28 UTC37%
30 Oct, 00:56 UTC41%
30 Oct, 00:28 UTC41%
29 Oct, 23:47 UTC40%
29 Oct, 23:26 UTC34%
29 Oct, 22:57 UTC36%
29 Oct, 22:24 UTC67%
29 Oct, 21:55 UTC71%
29 Oct, 21:07 UTC65%
29 Oct, 20:53 UTC64%
29 Oct, 20:24 UTC65%
29 Oct, 19:57 UTC73%
29 Oct, 19:29 UTC76%
29 Oct, 18:06 UTC84%
29 Oct, 17:46 UTC82%
29 Oct, 17:26 UTC84%
29 Oct, 16:57 UTC86%
29 Oct, 16:15 UTC84%
29 Oct, 15:53 UTC84%
29 Oct, 15:22 UTC81%
29 Oct, 14:55 UTC77%
29 Oct, 14:24 UTC72%
29 Oct, 13:46 UTC76%
29 Oct, 13:15 UTC85%
29 Oct, 12:59 UTC84%
29 Oct, 12:18 UTC84%
29 Oct, 11:56 UTC84%
29 Oct, 11:12 UTC84%
29 Oct, 10:58 UTC82%
29 Oct, 10:26 UTC84%
29 Oct, 09:55 UTC82%
29 Oct, 09:26 UTC81%
29 Oct, 08:50 UTC80%
29 Oct, 08:26 UTC80%
29 Oct, 07:51 UTC80%
29 Oct, 07:26 UTC80%
29 Oct, 06:58 UTC81%
29 Oct, 06:18 UTC88%
29 Oct, 05:44 UTC88%
29 Oct, 05:03 UTC88%
29 Oct, 04:56 UTC88%
29 Oct, 04:28 UTC87%
29 Oct, 03:49 UTC86%
29 Oct, 03:21 UTC86%
29 Oct, 02:53 UTC87%
29 Oct, 02:20 UTC89%
29 Oct, 01:38 UTC88%
29 Oct, 01:18 UTC87%
29 Oct, 00:55 UTC86%
29 Oct, 00:27 UTC86%
28 Oct, 23:54 UTC86%
28 Oct, 23:26 UTC86%
28 Oct, 22:46 UTC85%
28 Oct, 22:25 UTC86%
28 Oct, 21:57 UTC84%
28 Oct, 21:22 UTC84%
28 Oct, 20:59 UTC84%
28 Oct, 20:09 UTC90%
28 Oct, 19:48 UTC91%
28 Oct, 19:26 UTC93%
28 Oct, 18:52 UTC94%
28 Oct, 18:29 UTC94%
28 Oct, 17:54 UTC93%
28 Oct, 17:16 UTC93%
28 Oct, 16:39 UTC93%
28 Oct, 16:24 UTC93%
28 Oct, 15:55 UTC93%
28 Oct, 15:26 UTC94%
28 Oct, 14:56 UTC94%
28 Oct, 14:14 UTC94%
28 Oct, 13:57 UTC94%
28 Oct, 13:24 UTC94%
28 Oct, 12:43 UTC94%
28 Oct, 12:29 UTC94%
28 Oct, 11:45 UTC94%
28 Oct, 11:24 UTC94%
28 Oct, 10:48 UTC94%
28 Oct, 10:23 UTC94%
28 Oct, 09:48 UTC94%
28 Oct, 09:10 UTC94%
28 Oct, 08:56 UTC94%
28 Oct, 08:29 UTC94%
28 Oct, 07:49 UTC94%
28 Oct, 07:22 UTC93%
28 Oct, 06:43 UTC93%
28 Oct, 06:20 UTC93%
28 Oct, 05:58 UTC93%
28 Oct, 05:26 UTC93%
28 Oct, 04:49 UTC93%
28 Oct, 04:17 UTC93%
28 Oct, 03:50 UTC93%
28 Oct, 03:29 UTC93%
28 Oct, 02:58 UTC93%
28 Oct, 02:16 UTC93%
28 Oct, 01:49 UTC93%
28 Oct, 00:21 UTC93%
27 Oct, 23:52 UTC93%
27 Oct, 22:51 UTC92%
27 Oct, 22:23 UTC92%
27 Oct, 21:33 UTC91%
27 Oct, 21:26 UTC91%
27 Oct, 20:46 UTC92%
27 Oct, 20:17 UTC92%
27 Oct, 19:55 UTC92%
27 Oct, 19:26 UTC91%
27 Oct, 17:50 UTC91%
27 Oct, 17:28 UTC91%
27 Oct, 16:37 UTC91%
27 Oct, 16:22 UTC91%
27 Oct, 15:56 UTC88%
27 Oct, 15:27 UTC87%
27 Oct, 14:43 UTC90%
27 Oct, 14:29 UTC93%
27 Oct, 13:48 UTC93%
27 Oct, 13:18 UTC92%
27 Oct, 12:42 UTC92%
27 Oct, 12:15 UTC92%
27 Oct, 11:03 UTC91%
27 Oct, 10:34 UTC91%
27 Oct, 10:20 UTC91%
27 Oct, 09:44 UTC91%
27 Oct, 08:54 UTC91%
27 Oct, 08:27 UTC91%
27 Oct, 07:51 UTC91%
27 Oct, 07:17 UTC90%
27 Oct, 06:36 UTC90%
27 Oct, 06:26 UTC90%
27 Oct, 05:54 UTC90%
27 Oct, 05:20 UTC91%
27 Oct, 04:26 UTC91%
27 Oct, 03:59 UTC91%
27 Oct, 02:23 UTC92%
27 Oct, 01:53 UTC92%
27 Oct, 01:25 UTC92%
27 Oct, 00:45 UTC93%
27 Oct, 00:10 UTC93%
26 Oct, 23:45 UTC93%
26 Oct, 23:24 UTC93%
26 Oct, 22:56 UTC93%
26 Oct, 22:22 UTC93%
26 Oct, 21:45 UTC93%
26 Oct, 21:11 UTC91%
26 Oct, 20:32 UTC91%
26 Oct, 20:12 UTC91%
26 Oct, 19:58 UTC91%
26 Oct, 19:23 UTC91%
26 Oct, 18:57 UTC89%
26 Oct, 18:26 UTC88%
26 Oct, 17:45 UTC88%
26 Oct, 17:28 UTC88%
26 Oct, 16:59 UTC86%
26 Oct, 16:24 UTC84%
26 Oct, 15:54 UTC83%
26 Oct, 15:17 UTC82%
26 Oct, 14:47 UTC81%
26 Oct, 14:23 UTC83%
26 Oct, 13:55 UTC85%
26 Oct, 13:23 UTC83%
26 Oct, 12:47 UTC82%
26 Oct, 12:25 UTC78%
26 Oct, 11:56 UTC75%
26 Oct, 11:24 UTC73%
26 Oct, 10:56 UTC73%
26 Oct, 10:14 UTC71%
26 Oct, 09:53 UTC71%
26 Oct, 09:24 UTC73%
26 Oct, 08:51 UTC71%
26 Oct, 08:23 UTC69%
26 Oct, 07:44 UTC70%
26 Oct, 07:24 UTC69%
26 Oct, 06:51 UTC72%
26 Oct, 06:13 UTC71%
26 Oct, 05:53 UTC72%
26 Oct, 05:19 UTC66%
26 Oct, 04:43 UTC66%
26 Oct, 04:29 UTC66%
26 Oct, 03:34 UTC66%
26 Oct, 03:20 UTC66%
26 Oct, 02:41 UTC66%
26 Oct, 02:27 UTC66%
26 Oct, 01:58 UTC69%
26 Oct, 01:27 UTC69%
26 Oct, 00:54 UTC69%
25 Oct, 23:35 UTC69%
25 Oct, 23:25 UTC68%
25 Oct, 22:54 UTC66%
25 Oct, 22:20 UTC66%
25 Oct, 21:57 UTC66%
25 Oct, 21:29 UTC66%
25 Oct, 20:56 UTC67%
25 Oct, 20:26 UTC69%
25 Oct, 19:46 UTC70%
25 Oct, 19:25 UTC73%
25 Oct, 18:57 UTC72%
25 Oct, 18:25 UTC74%
25 Oct, 17:49 UTC75%
25 Oct, 17:17 UTC76%
25 Oct, 16:49 UTC77%
25 Oct, 16:21 UTC76%
25 Oct, 15:46 UTC72%
25 Oct, 15:25 UTC72%
25 Oct, 14:41 UTC64%
25 Oct, 14:27 UTC64%
25 Oct, 13:49 UTC64%
25 Oct, 13:25 UTC63%
25 Oct, 12:56 UTC63%
25 Oct, 12:03 UTC63%
25 Oct, 11:28 UTC63%
25 Oct, 10:42 UTC64%
25 Oct, 10:28 UTC63%
25 Oct, 08:39 UTC64%
25 Oct, 08:00 UTC63%
25 Oct, 07:32 UTC63%
25 Oct, 06:41 UTC63%
25 Oct, 06:19 UTC63%
25 Oct, 05:51 UTC63%
25 Oct, 05:24 UTC63%
25 Oct, 04:56 UTC62%
25 Oct, 04:12 UTC62%
25 Oct, 03:30 UTC62%
25 Oct, 02:49 UTC61%
25 Oct, 02:28 UTC61%
25 Oct, 01:08 UTC61%
25 Oct, 00:50 UTC61%
25 Oct, 00:21 UTC61%
24 Oct, 23:26 UTC61%
24 Oct, 19:58 UTC61%
24 Oct, 19:09 UTC60%
24 Oct, 18:50 UTC57%
24 Oct, 18:29 UTC57%
24 Oct, 17:54 UTC58%
24 Oct, 17:29 UTC59%
24 Oct, 16:47 UTC58%
24 Oct, 16:22 UTC57%
24 Oct, 15:55 UTC56%
24 Oct, 15:27 UTC56%
24 Oct, 14:47 UTC57%
24 Oct, 14:27 UTC58%
24 Oct, 13:52 UTC59%
24 Oct, 13:29 UTC59%
24 Oct, 12:25 UTC59%
24 Oct, 11:57 UTC59%
24 Oct, 11:19 UTC59%
24 Oct, 10:58 UTC60%
24 Oct, 10:10 UTC61%
24 Oct, 09:50 UTC60%
24 Oct, 09:15 UTC57%
24 Oct, 08:57 UTC57%
24 Oct, 08:29 UTC59%
24 Oct, 07:17 UTC62%
24 Oct, 06:58 UTC62%
24 Oct, 04:03 UTC56%
24 Oct, 03:51 UTC56%
24 Oct, 01:48 UTC58%
24 Oct, 01:25 UTC58%
24 Oct, 00:59 UTC61%
24 Oct, 00:27 UTC63%
23 Oct, 23:57 UTC63%
23 Oct, 23:17 UTC61%
23 Oct, 22:56 UTC60%
23 Oct, 22:28 UTC60%
23 Oct, 21:55 UTC61%
23 Oct, 21:27 UTC61%
23 Oct, 20:49 UTC64%
23 Oct, 20:28 UTC67%
23 Oct, 19:57 UTC67%
23 Oct, 19:27 UTC77%
23 Oct, 18:56 UTC76%
23 Oct, 18:22 UTC73%
23 Oct, 17:53 UTC71%
23 Oct, 17:24 UTC66%
23 Oct, 16:57 UTC65%
23 Oct, 16:29 UTC68%
23 Oct, 15:41 UTC71%
23 Oct, 15:27 UTC70%
23 Oct, 14:59 UTC69%
23 Oct, 14:24 UTC65%
23 Oct, 13:52 UTC59%
23 Oct, 13:19 UTC66%
23 Oct, 12:57 UTC65%
23 Oct, 12:29 UTC65%
23 Oct, 11:48 UTC66%
23 Oct, 11:27 UTC73%
23 Oct, 10:39 UTC79%
23 Oct, 10:10 UTC80%
23 Oct, 09:34 UTC80%
23 Oct, 09:07 UTC80%
23 Oct, 08:53 UTC80%
23 Oct, 08:21 UTC79%
23 Oct, 07:54 UTC81%
23 Oct, 07:26 UTC81%
23 Oct, 06:59 UTC80%
23 Oct, 06:18 UTC76%
23 Oct, 05:46 UTC76%
23 Oct, 05:25 UTC72%
23 Oct, 04:57 UTC71%
23 Oct, 04:24 UTC70%
23 Oct, 03:53 UTC69%
23 Oct, 02:33 UTC68%
23 Oct, 01:18 UTC71%
23 Oct, 00:55 UTC72%
23 Oct, 00:09 UTC72%
22 Oct, 23:55 UTC72%
22 Oct, 23:27 UTC70%
22 Oct, 22:53 UTC70%
22 Oct, 22:25 UTC70%
22 Oct, 21:57 UTC71%
22 Oct, 21:23 UTC70%
22 Oct, 20:13 UTC71%
22 Oct, 19:52 UTC67%
22 Oct, 19:23 UTC66%
22 Oct, 18:56 UTC70%
22 Oct, 18:20 UTC72%
22 Oct, 17:45 UTC74%
22 Oct, 17:24 UTC70%
22 Oct, 16:54 UTC71%
22 Oct, 16:26 UTC77%
22 Oct, 15:57 UTC76%
22 Oct, 15:28 UTC76%
22 Oct, 14:54 UTC83%
22 Oct, 14:24 UTC83%
22 Oct, 13:56 UTC82%
22 Oct, 13:27 UTC86%
22 Oct, 12:43 UTC86%
22 Oct, 12:07 UTC87%
22 Oct, 11:53 UTC87%
22 Oct, 11:22 UTC87%
22 Oct, 10:31 UTC87%
22 Oct, 10:09 UTC87%
22 Oct, 09:47 UTC86%
22 Oct, 09:26 UTC86%
22 Oct, 08:53 UTC87%
22 Oct, 08:22 UTC85%
22 Oct, 07:54 UTC85%
22 Oct, 07:29 UTC85%
22 Oct, 06:53 UTC86%
22 Oct, 06:00 UTC91%
22 Oct, 05:46 UTC91%
22 Oct, 05:25 UTC91%
22 Oct, 04:41 UTC91%
22 Oct, 04:05 UTC91%
22 Oct, 03:45 UTC91%
22 Oct, 02:47 UTC91%
22 Oct, 02:12 UTC91%
22 Oct, 01:58 UTC92%
21 Oct, 23:49 UTC92%
21 Oct, 22:24 UTC92%
21 Oct, 21:12 UTC92%
21 Oct, 20:49 UTC92%
21 Oct, 20:27 UTC92%
21 Oct, 19:54 UTC91%
21 Oct, 19:24 UTC91%
21 Oct, 17:50 UTC91%
21 Oct, 17:12 UTC91%
21 Oct, 15:38 UTC91%
21 Oct, 15:25 UTC91%
21 Oct, 14:55 UTC91%
21 Oct, 14:23 UTC92%
21 Oct, 13:40 UTC94%
21 Oct, 13:26 UTC94%
21 Oct, 12:42 UTC95%
21 Oct, 12:21 UTC95%
21 Oct, 11:45 UTC95%
21 Oct, 11:24 UTC95%
21 Oct, 10:32 UTC94%
21 Oct, 09:26 UTC94%
21 Oct, 08:58 UTC93%
21 Oct, 07:43 UTC93%
21 Oct, 07:29 UTC92%
21 Oct, 06:58 UTC90%
21 Oct, 06:16 UTC90%
21 Oct, 05:41 UTC89%
21 Oct, 05:27 UTC90%
21 Oct, 04:04 UTC87%
21 Oct, 03:57 UTC88%
21 Oct, 02:41 UTC88%
21 Oct, 01:45 UTC87%
21 Oct, 01:03 UTC87%
21 Oct, 00:56 UTC87%
21 Oct, 00:22 UTC87%
20 Oct, 23:42 UTC86%
20 Oct, 22:38 UTC76%
20 Oct, 22:24 UTC80%
20 Oct, 21:56 UTC86%
20 Oct, 20:58 UTC89%
20 Oct, 20:24 UTC89%
20 Oct, 19:55 UTC88%
20 Oct, 19:21 UTC88%
20 Oct, 18:38 UTC89%
20 Oct, 18:24 UTC88%
20 Oct, 17:53 UTC88%
20 Oct, 16:34 UTC88%
20 Oct, 16:27 UTC88%
20 Oct, 15:58 UTC88%
20 Oct, 15:23 UTC88%
20 Oct, 14:54 UTC88%
20 Oct, 14:10 UTC85%
20 Oct, 13:53 UTC85%
20 Oct, 13:29 UTC88%
20 Oct, 12:53 UTC88%
20 Oct, 12:09 UTC88%
20 Oct, 11:55 UTC88%
20 Oct, 11:26 UTC89%
20 Oct, 10:56 UTC89%
20 Oct, 10:13 UTC88%
20 Oct, 09:46 UTC88%
20 Oct, 09:25 UTC87%
20 Oct, 08:37 UTC87%
20 Oct, 08:23 UTC87%
20 Oct, 05:47 UTC89%
19 Oct, 03:09 UTC79%
19 Oct, 02:49 UTC79%
19 Oct, 02:01 UTC79%
19 Oct, 01:54 UTC79%
19 Oct, 01:20 UTC79%
18 Oct, 21:07 UTC79%
18 Oct, 20:59 UTC78%
18 Oct, 20:27 UTC77%
18 Oct, 19:52 UTC77%
18 Oct, 19:17 UTC76%
18 Oct, 18:29 UTC75%
18 Oct, 17:52 UTC73%
18 Oct, 17:24 UTC73%
18 Oct, 16:45 UTC73%
18 Oct, 16:24 UTC73%
18 Oct, 15:08 UTC79%
18 Oct, 14:48 UTC79%
18 Oct, 12:55 UTC79%
18 Oct, 12:00 UTC79%
18 Oct, 11:19 UTC79%
18 Oct, 10:59 UTC78%
18 Oct, 10:22 UTC78%
18 Oct, 09:33 UTC79%
18 Oct, 09:08 UTC79%
18 Oct, 08:14 UTC79%
18 Oct, 07:55 UTC79%
18 Oct, 06:09 UTC79%
18 Oct, 05:11 UTC80%
18 Oct, 04:50 UTC81%
18 Oct, 04:18 UTC80%
18 Oct, 03:57 UTC80%
18 Oct, 03:23 UTC81%
18 Oct, 02:31 UTC77%
18 Oct, 02:04 UTC78%
18 Oct, 01:49 UTC78%
18 Oct, 01:23 UTC76%
17 Oct, 23:34 UTC73%
17 Oct, 23:22 UTC69%
17 Oct, 21:52 UTC74%
17 Oct, 21:18 UTC82%
17 Oct, 19:51 UTC82%
17 Oct, 19:11 UTC82%
17 Oct, 18:50 UTC82%
17 Oct, 18:29 UTC80%
17 Oct, 17:35 UTC81%
17 Oct, 16:37 UTC81%
17 Oct, 16:23 UTC81%
17 Oct, 15:01 UTC81%
17 Oct, 14:46 UTC82%
17 Oct, 14:27 UTC81%
17 Oct, 13:56 UTC81%
17 Oct, 13:09 UTC81%
17 Oct, 12:41 UTC81%
17 Oct, 12:27 UTC81%
17 Oct, 11:53 UTC80%
17 Oct, 11:26 UTC79%
17 Oct, 10:19 UTC82%
17 Oct, 09:52 UTC82%
17 Oct, 09:26 UTC81%
17 Oct, 08:59 UTC81%
17 Oct, 08:14 UTC80%
17 Oct, 07:54 UTC80%
17 Oct, 07:27 UTC80%
17 Oct, 06:54 UTC80%
17 Oct, 05:22 UTC80%
17 Oct, 04:02 UTC80%
17 Oct, 03:56 UTC79%
17 Oct, 03:16 UTC80%
17 Oct, 02:56 UTC82%
17 Oct, 02:17 UTC81%
17 Oct, 01:57 UTC82%
17 Oct, 01:23 UTC81%
17 Oct, 00:58 UTC82%
17 Oct, 00:24 UTC81%
16 Oct, 23:50 UTC81%
16 Oct, 23:23 UTC81%
16 Oct, 22:55 UTC82%
16 Oct, 22:23 UTC80%
16 Oct, 21:49 UTC79%
16 Oct, 21:23 UTC79%
16 Oct, 20:34 UTC81%
16 Oct, 20:28 UTC81%
16 Oct, 19:55 UTC86%
16 Oct, 19:13 UTC82%
16 Oct, 18:45 UTC82%
16 Oct, 17:15 UTC83%
16 Oct, 16:53 UTC82%
16 Oct, 16:20 UTC81%
16 Oct, 15:59 UTC80%
16 Oct, 14:52 UTC78%
16 Oct, 14:23 UTC77%
16 Oct, 13:45 UTC76%
16 Oct, 13:24 UTC76%
16 Oct, 12:56 UTC76%
16 Oct, 12:19 UTC81%
16 Oct, 11:58 UTC82%
16 Oct, 11:09 UTC85%
16 Oct, 09:26 UTC87%
16 Oct, 08:40 UTC87%
16 Oct, 07:53 UTC87%
16 Oct, 07:10 UTC87%
16 Oct, 06:50 UTC87%
16 Oct, 06:29 UTC88%
16 Oct, 05:28 UTC88%
16 Oct, 04:56 UTC85%
16 Oct, 04:08 UTC85%
16 Oct, 03:43 UTC86%
16 Oct, 03:29 UTC87%
16 Oct, 02:48 UTC87%
16 Oct, 02:16 UTC87%
16 Oct, 01:56 UTC87%
16 Oct, 01:22 UTC87%
16 Oct, 00:55 UTC87%
16 Oct, 00:28 UTC86%
15 Oct, 23:56 UTC87%
15 Oct, 23:28 UTC85%
15 Oct, 22:01 UTC83%
15 Oct, 21:41 UTC83%
15 Oct, 21:13 UTC82%
15 Oct, 20:59 UTC82%
15 Oct, 20:03 UTC82%
15 Oct, 19:56 UTC82%
15 Oct, 19:28 UTC80%
15 Oct, 18:55 UTC79%
15 Oct, 18:27 UTC79%
15 Oct, 17:53 UTC80%
15 Oct, 17:25 UTC79%
15 Oct, 16:56 UTC78%
15 Oct, 16:29 UTC78%
15 Oct, 15:38 UTC78%
15 Oct, 15:19 UTC74%
15 Oct, 14:57 UTC73%
15 Oct, 14:27 UTC70%
15 Oct, 13:59 UTC66%
15 Oct, 13:10 UTC76%
15 Oct, 12:51 UTC75%
15 Oct, 12:23 UTC75%
15 Oct, 11:53 UTC74%
15 Oct, 11:27 UTC74%
15 Oct, 10:52 UTC75%
15 Oct, 10:13 UTC75%
15 Oct, 09:58 UTC77%
15 Oct, 09:16 UTC77%
15 Oct, 08:57 UTC77%
15 Oct, 08:29 UTC78%
15 Oct, 07:55 UTC80%
15 Oct, 07:26 UTC80%
15 Oct, 06:53 UTC80%
15 Oct, 06:28 UTC80%
15 Oct, 05:54 UTC79%
15 Oct, 05:16 UTC86%
15 Oct, 04:56 UTC88%
15 Oct, 04:29 UTC86%
15 Oct, 03:25 UTC85%
15 Oct, 02:43 UTC84%
15 Oct, 02:29 UTC84%
15 Oct, 01:55 UTC83%
15 Oct, 01:25 UTC84%
15 Oct, 00:35 UTC84%
15 Oct, 00:29 UTC85%
14 Oct, 23:34 UTC86%
14 Oct, 23:28 UTC85%
14 Oct, 22:38 UTC87%
14 Oct, 22:10 UTC88%
14 Oct, 21:56 UTC88%
14 Oct, 21:27 UTC88%
14 Oct, 20:59 UTC87%
14 Oct, 20:11 UTC85%
14 Oct, 19:57 UTC84%
14 Oct, 19:29 UTC82%
14 Oct, 18:55 UTC80%
14 Oct, 18:05 UTC78%
14 Oct, 17:46 UTC84%
14 Oct, 17:25 UTC84%
14 Oct, 16:56 UTC83%
14 Oct, 16:23 UTC85%
14 Oct, 15:53 UTC84%
14 Oct, 15:13 UTC85%
14 Oct, 14:59 UTC88%
14 Oct, 14:23 UTC91%
14 Oct, 13:33 UTC91%
14 Oct, 13:26 UTC92%
14 Oct, 12:47 UTC94%
14 Oct, 12:26 UTC95%
14 Oct, 11:52 UTC95%
14 Oct, 11:03 UTC95%
14 Oct, 07:02 UTC94%
14 Oct, 06:09 UTC94%
14 Oct, 05:56 UTC94%
14 Oct, 05:15 UTC94%
14 Oct, 04:41 UTC94%
14 Oct, 03:35 UTC94%
14 Oct, 02:49 UTC94%
14 Oct, 00:54 UTC94%
13 Oct, 21:51 UTC94%
13 Oct, 21:24 UTC94%
13 Oct, 20:56 UTC94%
13 Oct, 20:28 UTC94%
13 Oct, 19:52 UTC93%
13 Oct, 19:18 UTC93%
13 Oct, 18:57 UTC93%
13 Oct, 18:29 UTC92%
13 Oct, 17:49 UTC92%
13 Oct, 17:28 UTC92%
13 Oct, 16:47 UTC91%
13 Oct, 16:26 UTC90%
13 Oct, 15:57 UTC91%
13 Oct, 15:24 UTC91%
13 Oct, 14:56 UTC89%
13 Oct, 14:13 UTC91%
13 Oct, 13:50 UTC91%
13 Oct, 13:18 UTC93%
13 Oct, 12:58 UTC91%
13 Oct, 12:15 UTC93%
13 Oct, 11:13 UTC92%
13 Oct, 10:51 UTC92%
13 Oct, 10:22 UTC91%
13 Oct, 08:14 UTC91%
13 Oct, 07:42 UTC91%
13 Oct, 07:28 UTC91%
13 Oct, 06:42 UTC91%
13 Oct, 06:28 UTC91%
13 Oct, 05:48 UTC91%
13 Oct, 05:28 UTC91%
13 Oct, 04:54 UTC91%
13 Oct, 03:34 UTC93%
13 Oct, 03:20 UTC93%
13 Oct, 02:20 UTC93%
13 Oct, 00:54 UTC93%
13 Oct, 00:21 UTC93%
12 Oct, 21:11 UTC93%
12 Oct, 20:22 UTC93%
12 Oct, 19:01 UTC93%
12 Oct, 18:54 UTC93%
12 Oct, 18:22 UTC93%
12 Oct, 17:49 UTC93%
12 Oct, 17:12 UTC94%
12 Oct, 16:25 UTC94%
12 Oct, 15:20 UTC94%
12 Oct, 14:27 UTC94%
12 Oct, 13:55 UTC94%
12 Oct, 13:16 UTC96%
12 Oct, 12:11 UTC96%
12 Oct, 11:13 UTC96%
12 Oct, 09:00 UTC96%
12 Oct, 08:40 UTC96%
12 Oct, 08:27 UTC96%
11 Oct, 15:40 UTC96%
10 Oct, 16:41 UTC96%
10 Oct, 13:52 UTC96%
10 Oct, 13:21 UTC96%
10 Oct, 11:18 UTC96%
10 Oct, 03:13 UTC96%
10 Oct, 00:39 UTC96%
9 Oct, 16:23 UTC96%
9 Oct, 15:14 UTC96%
9 Oct, 13:12 UTC96%
9 Oct, 12:52 UTC96%
9 Oct, 12:09 UTC95%
9 Oct, 11:55 UTC95%
9 Oct, 11:29 UTC96%
9 Oct, 10:54 UTC96%
9 Oct, 10:15 UTC94%
9 Oct, 09:55 UTC94%
9 Oct, 09:20 UTC94%
9 Oct, 06:32 UTC93%
9 Oct, 05:07 UTC92%
9 Oct, 04:53 UTC93%
8 Oct, 19:32 UTC94%
8 Oct, 19:17 UTC94%
8 Oct, 18:46 UTC94%
8 Oct, 18:04 UTC93%
8 Oct, 17:57 UTC94%
8 Oct, 17:16 UTC93%
8 Oct, 10:38 UTC96%
8 Oct, 10:23 UTC96%
8 Oct, 06:53 UTC96%
8 Oct, 05:45 UTC96%
8 Oct, 01:49 UTC96%
7 Oct, 20:22 UTC96%
7 Oct, 19:35 UTC96%
7 Oct, 18:40 UTC96%
7 Oct, 18:27 UTC96%
7 Oct, 15:34 UTC96%
7 Oct, 10:22 UTC96%
7 Oct, 08:40 UTC96%
7 Oct, 07:20 UTC96%
7 Oct, 00:35 UTC96%
6 Oct, 20:30 UTC96%
6 Oct, 17:53 UTC96%
6 Oct, 14:37 UTC96%
6 Oct, 09:48 UTC96%
6 Oct, 09:19 UTC96%
6 Oct, 05:34 UTC96%
6 Oct, 05:28 UTC96%
6 Oct, 03:09 UTC96%
6 Oct, 02:30 UTC96%
6 Oct, 02:10 UTC96%
6 Oct, 01:50 UTC96%
6 Oct, 01:23 UTC96%
6 Oct, 00:56 UTC96%
6 Oct, 00:10 UTC96%
5 Oct, 22:49 UTC96%
5 Oct, 22:21 UTC96%
5 Oct, 21:33 UTC96%
5 Oct, 20:58 UTC96%
5 Oct, 19:14 UTC96%
5 Oct, 18:28 UTC96%
5 Oct, 17:21 UTC96%
5 Oct, 15:35 UTC96%
5 Oct, 14:09 UTC96%
5 Oct, 13:25 UTC96%
5 Oct, 10:15 UTC97%
5 Oct, 08:15 UTC97%
5 Oct, 06:49 UTC97%
5 Oct, 03:00 UTC96%
5 Oct, 02:40 UTC96%
5 Oct, 02:14 UTC96%
5 Oct, 01:48 UTC95%
5 Oct, 01:29 UTC95%
5 Oct, 00:43 UTC96%
5 Oct, 00:11 UTC96%
4 Oct, 23:45 UTC96%
4 Oct, 23:25 UTC95%
4 Oct, 22:24 UTC95%
4 Oct, 21:37 UTC95%
4 Oct, 18:33 UTC95%
4 Oct, 15:58 UTC97%
3 Oct, 09:07 UTC96%
3 Oct, 08:55 UTC96%
3 Oct, 07:06 UTC96%
3 Oct, 06:01 UTC96%
3 Oct, 05:55 UTC96%
3 Oct, 05:10 UTC96%
3 Oct, 04:18 UTC95%
3 Oct, 03:57 UTC96%
3 Oct, 02:02 UTC95%
3 Oct, 01:55 UTC95%
3 Oct, 01:28 UTC96%
3 Oct, 00:03 UTC96%
2 Oct, 23:39 UTC95%
2 Oct, 23:24 UTC95%
2 Oct, 22:42 UTC95%
2 Oct, 22:23 UTC95%
2 Oct, 21:49 UTC96%
2 Oct, 21:29 UTC96%
2 Oct, 19:50 UTC94%
2 Oct, 17:18 UTC94%
2 Oct, 14:35 UTC94%
2 Oct, 12:44 UTC95%

The story so far

3 publishers have covered this in 4 articles since 9 Oct 2026. Bloomberg Technology published first, on 9 October at 00:24 UTC; Latest articles followed 3h 18m later. The most recent article, from Quartz, appeared on 9 October at 11:30 UTC.

Outlets reporting it: Bloomberg Markets (major outlet), Latest articles, Quartz.

2 prediction markets price this story:

  • Will NVIDIA be the largest company in the world by market cap on October 31, 2026? — resolved “No” on 31 Oct 2026. NVIDIA must hold the highest global market capitalization at the end of trading on October 31, 2026, for the Yes outcome to occur. The No outcome applies if any other company holds that position at that specific time. Readers often mistake the date of the linked news story or a temporary price spike as the resolution point instead of the market close on the specified deadline.
  • Will NVIDIA be the largest company in the world by market cap on December 31? — the market puts it at 54%, with $20k traded in the last 24 hours, closing 1 Jan 2027. NVIDIA must hold the highest global market capitalization at the end of trading on December 31, 2026, to trigger the Yes outcome. Any other company holding that top spot results in a No outcome. Readers often mistake the date of the linked news story for the resolution deadline, but only the market cap value on the specified final day matters.

Odds are the market's probability that the outcome happens, updated every few minutes. They are information about what traders expect, not a forecast we make and not investment advice.

How it unfolded

Every source in the order it published, with the odds on Will NVIDIA be the largest company in the world by market cap on October 31, 2026? at that moment. A dash means the source published before we started tracking prices.

  1. Bloomberg TechnologyNvidia-Backed Lumentum Sees Opto-Parts Capacity Sold Out to 202994%
  2. Bloomberg MarketsLumentum CEO: Opto-Parts Capacity Sold Out to 202994%
  3. Latest articlesNvidia-backed Lumentum sold out of AI server parts till 202994%
  4. QuartzLumentum says its AI data center optical parts are sold out through early 202996%▲2 points since the previous source
  5. Market resolved: No

Sources

Every article we clustered into this story. Headlines link to the publisher.

  1. Lumentum CEO: Opto-Parts Capacity Sold Out to 2029 Bloomberg Markets ·
  2. Nvidia-Backed Lumentum Sees Opto-Parts Capacity Sold Out to 2029 Bloomberg Technology ·
  3. Lumentum says its AI data center optical parts are sold out through early 2029 Quartz
  4. Nvidia-backed Lumentum sold out of AI server parts till 2029 Latest articles

Related prediction markets

Linked by software because they are about the same subject. Most ask a different question from the one this story reports, so read each market's own question. How often the link is right

  • Resolved Will NVIDIA be the largest company in the world by market cap on October 31, 2026? No 7d ago

    The market favoured No at 69% a day out, and it won. How often it's right

    Wrong market?

  • Polymarket Will NVIDIA be the largest company in the world by market cap on December 31? 54% +1 $20k 24hends 1 Jan 2027

    Does the market have this right?

    Wrong market?

Have your say

Your call. How does this end?

Free, no money involved. Calls are scored against the market's price when you make them, so backing an underdog that wins scores most. Leaderboard · Your calls

In this story

  • Lumentum
  • Michael Hurlston
  • Nvidia
Embed this story

Paste this into any web page to show the live odds, with a link back here.