Lumentum's laser sales are expected to remain strong for years due to rapid growth in AI optical ports outpacing integrated optics adoption.

Last March, Nvidia invested $2 billion in both Lumentum (ticker: LTE) and Coherent (ticker: COHR). They are two companies that manufacture lasers and transmitters/receivers. Nvidia has entered into significant purchase commitments with both of them.

While the industry's shift toward integrated optics is worrying Wall Street, the development of AI infrastructure is currently adding optical ports at a much faster pace than the integration of lasers into integrated optics.

Therefore, I believe laser sales will remain strong for years to come. In fact, Lumintum's revenues more than doubled last year.

In the infrastructure layer, I was buying shares of Coherent, Lumentum, and FabriNet, companies I recently made a video about.