{"id":242319,"date":"2026-07-11T07:30:00","date_gmt":"2026-07-11T11:30:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/07\/11\/goldman-sachs-says-optical-networking-is-ais-next-trillion-dollar-opportunity-lumentum-may-be-the-biggest-winner\/"},"modified":"2026-07-11T10:05:25","modified_gmt":"2026-07-11T14:05:25","slug":"goldman-sachs-says-optical-networking-is-ais-next-trillion-dollar-opportunity-lumentum-may-be-the-biggest-winner","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/07\/11\/goldman-sachs-says-optical-networking-is-ais-next-trillion-dollar-opportunity-lumentum-may-be-the-biggest-winner\/","title":{"rendered":"Goldman Sachs Says Optical Networking Is AI&#8217;s Next Trillion-Dollar Opportunity. Lumentum May Be the Biggest Winner"},"content":{"rendered":"<p><a href=\"https:\/\/247wallst.com\/investing\/2026\/07\/11\/goldman-sachs-says-optical-networking-is-ais-next-trillion-dollar-opportunity-lumentum-may-be-the-biggest-winner\/\">Goldman Sachs Says Optical Networking Is AI&#8217;s Next Trillion-Dollar Opportunity. Lumentum May Be the Biggest Winner<\/a><\/p>\n<p><a href=\"https:\/\/247wallst.com\/investing\/2026\/07\/11\/goldman-sachs-says-optical-networking-is-ais-next-trillion-dollar-opportunity-lumentum-may-be-the-biggest-winner\/\">https:\/\/247wallst.com\/investing\/2026\/07\/11\/goldman-sachs-says-optical-networking-is-ais-next-trillion-dollar-opportunity-lumentum-may-be-the-biggest-winner\/<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-07-11 07:30:00<\/a><\/p>\n<p>Source Domain: <a href=\"247wallst.com\">247wallst.com<\/a><\/p>\n<ul>\n<li>Goldman Sachs identifies networking, not just computing, as the next major investment area in AI infrastructure.<\/li>\n<li>The demand for faster data movement between thousands of processors is projected to grow significantly, with optical technologies becoming increasingly important.<\/li>\n<li>Lumentum Holdings is highlighted as a key player focusing on optical communications, with strong potential due to its concentration in this sector.<\/li>\n<li>The market for optical networking is expected to grow substantially, from $15 billion to $154 billion by 2028, driven by the need for faster and more efficient data transfers in AI systems.<\/li>\n<li>Despite risks such as delayed adoption and slower AI spending growth, the trend toward increased networking demand within AI appears strong, offering substantial opportunities for companies like Lumentum.<\/li>\n<\/ul>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Goldman Sachs Says Optical Networking Is AI&#8217;s Next Trillion-Dollar Opportunity. Lumentum May Be the Biggest&#8230;<\/p>\n","protected":false},"author":1,"featured_media":242320,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/247wallst.com\/wp-content\/uploads\/2024\/11\/shutterstock-1830874727-huge-licensed-scaled.jpg","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[],"class_list":["post-242319","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/242319"}],"collection":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=242319"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/242319\/revisions"}],"predecessor-version":[{"id":242321,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/242319\/revisions\/242321"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/242320"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=242319"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=242319"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=242319"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}