Lightwave Logic Inc (LWLG)

[BuyNStonks]

A company we work with, their, DC, is a small to medium sized and carries 4000 routers and over 5500 switches. That does NOT include HBA Switch ports and Trunk lines to the carries.

While technically a datacenter this sounds more like a COLO facility. 4000 routers suggests a large number of disparate networks rather than a contiguous infrastructure. This is unlikely to be a target opportunity for LWLG as very few of the links would constitute the 400/800+ Gbps links where they are hoping to thrive.

Furthermore - where we sit today and probably for the next handful of years - even hyperscale data centers are likely to only need a small percentage of their transceiver needs in 400/800Gbps capacities. This is due simply to architecture\design of networks with spine and leaf switches. Each rack is likely going to have 2 leaf, or access, switches connecting to each of the servers. The server connections are likely to be 5\10\20\40Gb connections.

Each leaf switch will likely have 2-4 uplink ports to a spine switch for both redundancy and aggregate throughput if bonding\laggs are configured. It's these connections where we will see 100\200\400\800+ Gbps optics at play.