The quarterly earnings season is underway, and the initial results from semiconductor bellwethers ASML Holding and Taiwan Semiconductor Manufacturing suggest that the artificial intelligence (AI) boom isn't showing any signs of slowing down. Nvidia and Advanced Micro Devices, two key players in the AI infrastructure space, will report results in November. I won't be surprised to see both semiconductor stocks deliver strong numbers and guidance, driven by the healthy spending on their chips by hyperscalers, governments, enterprises, and AI companies. However, I think that there's another key AI infrastructure player that could upstage Nvidia and AMD next month. Lumentum Holdings (NASDAQ:LITE) designs and builds high-speed optical networking components, data center interconnect (DCI) solutions, and optical switches that enable the rapid transport of massive amounts of data in AI data center clusters.
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