infrastructure of the future
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 15, 2026 by Jaimin Rangwalla · across every show →
Everything said about infrastructure of the future, oldest first
May 15, 2026 bullish
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…”