Srini Pajjuri
Good morning guys. Thanks for taking my question. One of the questions on the data center, I think copper connections are becoming more-and-more important as AI gains traction especially clusters, AI clusters gain traction. I'm just trying to understand the market size is the way you think about it Steve, maybe and your positioning?
Because we keep hearing that this could be hundreds of millions of dollars of opportunity longer term. So I just want to hear your thoughts on, how you think about the ACC market in particular? And how you're positioned to kind of capture and leverage that potential?
Steve Daly
Yeah. Well, we certainly hear the same things. And what we're trying to do is, make sure that we have the best equalizers in the market to capture market share, to work with all of the cable manufacturers, work directly with the network folks, work with people that are designing next-generation switches, working with people that are struggling to improve Signal Integrity. And so that is where we sit in terms of a position in the market.
You are correct to say that there is a lot of copper deployed in the data centers. More-and-more that's becoming electrified to carry higher speed data. And the limitation is certainly distance. You can get it to work very well over short distances. But as you go longer in distances, you need to most likely switch over to an active optical cable or a pluggable solution and use a DSP, especially if it's a long link.
So, I think there is a spot inside of the data centers for active copper cable. You have to recognize that the history of our data center revenue has always revolved around analog solutions and the active copper cable end product that we're designing is exactly that. It's an analog solution, which makes adjustments in terms of the signal integrity through the copper.
It's also early in this cycle, and we think over the next few years, there is certainly great potential. It's probably one of the highest volume products in the data center, especially due to the reconfiguration of the data centers these days. And so yes, we are -- we see the opportunity. We are very sober about what that means to MACOM and how much revenue we'll generate. There's competition. There will be more competition. And so, we think we're in a lead position from a technology point of view and we'll work hard to try to keep that.
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