optical networking 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 networking industry, oldest first
Jul 29, 2026 bullish
Hurlston: Hyperscalers request millions of optical units versus historical thousands
“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…”