Optical Networking Industry

topic on 1 show · 1 statements across 1 episodes

Sourcery

1 statements about Optical Networking Industry, every show

SOURCERY Assertion Not checkable as stated
Hurlston: Hyperscalers request millions of optical units versus historical thousands
“You're talking about volumes of, let's say, a thousand units a quarter. And now we're being asked by these hyperscalers to deploy in 1,000,010 of millions of units. So it's really changed the dynamic in our industry, not just for Lumentum, but I think every si…”
Michael Hurlston Jul 29, 2026 ▶ 5:16 Lumentum CEO: How Lasers Are Transforming AI Data Centers · Sourcery with Molly O'Shea

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