hyperscaler

“I've actually been honestly pretty impressed that they know you need about a million qubits. They know you need error correction. They know that it's not for PowerPoint and Excel. They understand, you know, these guys have got 20 other things of extreme high p…”

“You know, there's seven hundred billion dollars of capital investment being made in 24 months.”

“It's very clear that it's not all that easy to make chips like NVIDIA. It is very clear that running operations as large as what the hyperscalers run for renting out compute, that's not that easy. It's very hard for a fourth, a fifth hyperscaler to come up.”

“We've been very fortunate to have a backlog of, Over 10 gigawatts at this point working with the leading hyperscalers.”

“So I would say until 2030, there's no doubt that this is going to continue to scale at this rate. The question is like, what happens after 2030, and is it going to continue beyond that?”

“Otherwise we're going to be left with tens or even, yeah, tens of gigawatts of Mac gas burners that are going to last for another 20 years, and they might be a quick fix now, but I think the hyperscalers know they're going to pay a price for this later, both i…”

“Samsung and Hynix together generate more cash flow than every hyperscaler.”

“These hyperscalers, some of them, are running out of capacity, and they're running out of capacity, so this large customer in Texas, speaking to them, they have really good partnership with one of the hyperscalers. They wanted to move more workloads in cloud, …”

“The other, you know, large telecommunications company in the United States was also similar. They had one particular hyperscaler, and they said this hyperscaler refused to give them additional regional capacity that they needed. So they signed with the second …”

“Data centers are back. Nobody is now saying, hey especially in the Fortune 500, and most people get that wrong because everybody thought, hey, all the workloads are just going to move to this hyperscaler. So hyperscaler is running out of capacity and making su…”

“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…”