Thursday, July 25, 2024 12:05:34 PM
They are describing a very competitive market that will require aggressive spending plans, making sure that only leading edge technology is used. Building out high performance computing is critical and chip manufacturers who may benefit are fling high. That investment will not be as useful if connections between GPUs in data centers and between data centers are not upgraded and transceivers for long haul are not upgraded. LWLG has polymers that can meet those requirements at 1310 nm for short haul in and between data centers and 1550 nm for distance over 10 km.
If the market is as competitive as described, decisions and commitments to modulator technology for upgrades are very likely being kept close to the vest by the data centers. AKA under NDAs. LWLG will be very competitive in this market and has an excellent chance to lead.
Recent LWLG News
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