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Lumentum’s FY2026 Q4 results suggest AI infrastructure demand is moving beyond compute into the optical links that connect expanding clusters. Revenue of about $1.01B rose 109% year over year, while adjusted EPS reached $3.23; both exceeded forecasts. Next-quarter revenue guidance of $1.225B-$1.275B points to continued momentum. My measured read: optics can become a durable AI growth layer, but durability will depend on whether demand broadens enough to offset concentrated purchasing and future capacity cycles. Strong guidance validates the bottleneck today, not the shape of the cycle tomorrow. Not advice, just analysis. #LumentumAIDemandSurges