AI Fund Flows

Lumentum: AI deals, investors and valuation

🇺🇸 United States · Market cap $48.8B · LITE · listed
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As of Nov 9, 2026, Lumentum has 1 AI deals of $1B+ in this database: it pays $0M and receives $2B (net +$2B). It ranks #155 of 198 companies by number of deals.

Pays / invests
$0M
Receives
$2B
Net
+$2B
Deals
1

Value over time

Listed companies: month-end market cap. Private: latest round valuation. Dots are deals.
Valuation history
  • January 2025$7.7B
  • April 2025$5.4B
  • July 2025$10B
  • October 2025$18.3B
  • January 2026$35.5B
  • April 2026$81.8B
  • July 2026$64.7B
  • October 2026$76.2B
  • November 2026$48.8B

Receives from

$2B
Nvidia$2B · 100%

Pays to

$0M

—

Loops it is part of

No closed loop found for this company.

All Lumentum deals

Mar 2, 2026Investmentclosed$2B
Nvidia → Lumentum · convertible preferred shares + multiyear purchase commitment

Investment for a new US fab making lasers for data center optics, with a multibillion-dollar Nvidia purchase commitment and rights to future capacity.

Questions and answers

Who are Lumentum's biggest investors and payers?

Nvidia ($2B).

How much has Lumentum invested or spent on AI deals?

$0M across 0 deals, the largest with —.

How much is Lumentum worth?

Market cap: $48.8B (Nov 9, 2026).

Is Lumentum part of a circular deal?

No closed loop found for this company.

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