optical
4 statements across 2 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement May 15, 2026 by Jaimin Rangwalla · across every show →
Everything said about optical, 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…”
May 15, 2026 neutral
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…”
May 15, 2026 bullish
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…”