Optical
topic on 1 show · 4 statements across 2 episodes
4 statements about Optical, every show
Hurlston: Server Copper Wiring Will Move to Optical Within 12 Months
“That run in the back of the servers, and in the next 12 months, we'll see some of those copper wires move to optical.”
Rangwalla: AI Accelerators Will Adopt More Optical Networking in 2–3 Years
“There's a scenario two, three years from now where there's going to be less copper and more optical, or at least like maybe not less copper, but more optical, right? Because it can transmit data faster, but there's limitations. It needs to be longer distance a…”
Rangwalla: AI buildout is hindered by unprecedented simultaneous bottlenecks across sectors
“I mean, it's, I've never seen so many bottlenecks at the same time, and I think that is what makes it so hard, because if it's just one vertical slice that's the bottleneck, you can say, okay, well, if they put enough dollars in, they'll be able to solve the b…”
Coatue's Rangwalla: Optical networking is becoming critical future infrastructure
“You know, optical for years was viewed as just an area that had constant oversupply, undersupply, oversupply, undersupply. And now I think it's becoming more of a critical part of the infrastructure of the future. And I think that that is the one that probably…”