optical industry
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 29, 2026 by Michael Hurlston · across every show →
Everything said about optical industry, oldest first
Jul 29, 2026 bullish
Hurlston: Existing Data Centers Will Shift to Optics Regardless of Buildouts
“What's interesting about the optical industry is if there are no more data center build outs, if you don't see this crazy rate of construction that we've seen over the past three or four years, still you're going to have a shift within the existing properties …”