$Lumentum(LITE)$ $NVIDIA(NVDA)$  $Wolfspeed Inc.(WOLF)$  — $2 billion, and Wolfspeed has $1.5 billion from the US Department of War. Wolfspeed and Lumentum are both playing critical but distinct hardware roles in the AI data center infrastructure supply chain. Lumentum supplies high-speed optical and photonic products, including indium phosphide laser devices, optical circuit switches, and cloud transceivers for AI data center interconnects and co-packaged optics. Wolfspeed specializes in silicon carbide and gallium nitride power semiconductor technology, and partnered with LITEON on 800 VDC power distribution and conversion solutions for next-generation hyperscale AI data centers, targeting high-efficiency power delivery as rack densities escalate.