I can see where Intel would abandon 25G per lane transceivers using PAM 4 bringing it to 200G. The data centers will not utilize that going forward for upgrades when faster, lower power options will be available to the market. The speculation of an Intel, Global Foundries, Ayar Lab connection gains a little more credibility. Intel can't give up on lucrative market.
The largest operaters of data centers are: Amazon Web Services, Microsoft Azure, Google Cloud, Meta Platforms, Equinix, Digital Reality Trust, NTT, Global Data Centers, Cyrus One, GDS Holdings, KDDI's Telehouse, Cyxtera Technologies, Core Site (American Tower), QTS Data Centers, Switch Inc., Alibaba Cloud, Oracle Cloud. There are a little over 200 more globally but they don't run many or don't run large cloud data centers.
The Data Centers that run cloud services are typically going to be the first movers in upgrades and will be the initial customers for Lwlg fueled transceivers as they are experiencing the crush with data transmission.. These larger data centers servicing the cloud include familiar names, AWS, Microsoft, Google, Meta, Alibaba, Oracle, IBM, Tencent. I believe there is a race on to build even more data centers. Two years ago Microsoft stated they plan to build 50-100 data centers a year. I know, that sounds nuts but who has the biggest stash of cash to gain market share. Google also has big plans but not that many. Not every data center will be hyperscale many will be and with the most advanced equipment they will get the business preferentially. It takes up to two years to build a hyperscale data center. They need the best equipment but existing data centers servicing the cloud will need upgrades as well.
In the end, there will likely be an overbuild as companies compete with one another. A pick and shovel company like LWLG that will sell the most advanced data trasmission products will gain no matter who leaps out in front.
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