Michael Hurlston

speaker
226 appearances 1 recordings 1 series first heard Jul 2026 last heard 29 Jul

Michael Hurlston’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

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Between the US 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 big footprint in U.S.
data centers.
So there's been a lot of push and pull around the geopolitics of the situation.
Are we going to see a world where it gets mandated by either the government or by the customers themselves to use more U.S.
content?
We'll see.
Right now, Chinese suppliers have a pretty big presence in the U.S.
market.
Look, I've been super lucky.
I mean, you know, you talk about Brex and performance, and I think you've got the right theme and the right partner for what you're doing.
I've been very lucky.
My father, interestingly enough, was an electrical engineer.
He was one of the first electrical engineers that came over from Europe.
He actually was based in the United Kingdom and came over just shortly before I was born.
And he had tremendous influence.
He told me as I was growing up, you can have any major you want in college just as long as the last word is engineering.
Electrical, mechanical, civil, I don't care.
Got to be an engineer.
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