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tkg

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Alias Born 07/17/2013

tkg

Re: None

Thursday, 12/07/2023 1:25:49 PM

Thursday, December 07, 2023 1:25:49 PM

Post# of 196793
So, Lumentum (LITE) just recently acquired Cloud Light (immediately accretive), does it sound like the (LITE) CEO is a little excited about the macro outlook for DC interconnects?

2:08 mark

"added to that is this reallllly explosive growth of AI and ML which connecting all the GPU's and memory is really growing the interconnects even faster so, we're seeing that the growth of the DC interconnects and the transceivers that connects all these GPU's and memory etc. really is gonna grow faster than 30% CAGR, which is extraordinary and we're in the sweet spot of the very highest speed transceivers that the customers and cloud operators really need and want from us."

https://schwabnetwork.com/video/lumentum-lite-ceo-on-future-of-cloud-a-i-

Lightwave's timing to market could not be better!
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