The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 12 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Hurlston: Fiber optics demand is creating an industry manufacturing bottleneck
“So there's a bottleneck that's developing. I think you talked about it with Tony. And as these fiber optics becomes more and more prevalent in data center, it's creating an ever tighter noose around the industry because there's only so much we can do so quickl…”
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 …”
Hurlston: Server Copper Wiring Will Move to Optical Within 12 Months
“That run in the back of the servers, and in the next 12 months, we'll see some of those copper wires move to optical.”
Hurlston: Chinese Optical Suppliers Have a Significant Presence in US Data Centers
“Between the U.S. Optical component suppliers and how much we supply into the Chinese data centers, very little. We don't supply very much gear into the Chinese data centers, whereas Chinese optical component suppliers, some of our competitors, have a pretty bi…”
Hurlston: Copper wiring can no longer support necessary data center signal distances
“Inside the data center, you have speeds are increasing, bandwidths are increasing, and copper can no longer carry these signals the distances they need to go.”
Hurlston: Lumentum Tripled Top-Line Revenue in Five Quarters
“I've been with the company only a short period of time. I've been there about five quarters now. And in those five quarters, we've tripled our top line revenue.”
Hurlston: Lumentum Shifted Strategy to Become Almost a Data Center Pure-Play
“What I've done is said, okay, look, let's focus our efforts on the data center. There's enough here going on that we really want to simplify our business as much as we possibly can. Focus on where we think the biggest opportunities are, and that's the data cen…”
Hurlston: Lasers will be necessary to build an internet in space
“If you can put a laser in the ocean and transmit across the Pacific, you can certainly put lasers in space and create this reality of an internet in space, right? It's going to be necessary.”
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…”
Hurlston: Lumentum operates its own fabs rather than outsourcing
“And so for us, we actually operate our own fabs. So in some respect, we're like the TSMC of the optical industry.”