作者：望月卓、安世贤、清原麻里。由于众多科技公司纷纷寻求建设速度更快的AI数据中心，Lumentum Holdings Inc.生产的光电元件的订单量极大，以至于其2029年前的产能几乎已全部售罄。
Holdings Inc.’s optoelectronic parts are “completely sold out” through almost 2029 on demand from tech companies clamoring for faster AI data centers.
今年早些时候，这家公司与竞争对手Coherent Corp.一同获得了英伟达公司20亿美元的投资。Lumentum主要生产先进的磷化铟器件，这些器件是实现高速云计算与数据传输的关键。
The company, which received an investment of $2 billion from Nvidia Corp. earlier this year along with rival Coherent Corp., supplies advanced indium phosphide devices that help enable high-speed cloud computing and data transmission.
该公司首席执行官迈克尔·赫尔斯顿在周五于东京接受采访时透露，位于加利福尼亚州圣何塞的Lumentum明年约有70%的产品无法满足市场需求，而到2028年，还有30%的产品同样面临供应缺口。此前赫尔斯顿曾预计公司的产能将在2028年前售罄。
San Jose, California-based Lumentum is unable to meet about 70% of demand for some products through next year, and won’t be able to address 30% of demand for some other products through 2028, Chief Executive Officer Michael Hurlston said in an interview in Tokyo Friday. Hurlston had previously said the optical components maker was on track to sell out its capacity by 2028.
赫尔斯顿对彭博社表示：“我们正竭尽全力加快产能扩充的步伐，但现实情况与客户的需求差距实在太大。目前我们的产能已完全售罄，短期内看不到缓解的迹象。”与此同时，随着全球掀起建设数据中心及各类AI基础设施的热潮，部分投资者开始对相关领域的成本上涨与债务水平表示担忧。为打消核心供应商的顾虑，各大科技巨头纷纷承诺与其签订长期供货协议。
“We are really trying to catch up, add capacity as fast as we can, but we are very, very far behind what customers want,” Hurlston told Bloomberg News. “We are completely sold out, so there’s no end in sight.”That’s as some investors are becoming more cautious about rising costs and debt levels around a global rush to build data centers and other AI infrastructure. To allay concerns from key suppliers, big tech providers have been offering guarantees for long-term agreements.
赫尔斯顿指出，像Lumentum这样的企业通常需要三到五年时间才能建成新的生产线，不过目前各大超大规模数据中心运营商已同意共同承担部分资本开支风险。他补充道：“这些超大规模运营商愿意为此投入资金。”
It takes three to five years for companies like Lumentum to build new production capacity, Hurlston said. But hyperscalers have agreed to take on some of the capex risk, he said. “These hyperscalers are willing to put money behind it.”