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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
And in the next 12 months, we'll see some of those copper wires move to optical.
Now the reality, and Tony and I were talking about it earlier today over at the conference, optics is more expensive.
So people don't want to do it if they don't have to.
It's a more expensive medium than is copper.
Copper is a well-trod path.
People understand it.
People understand the expense that there is.
And generally, they'll try to avoid using optics.
But it's getting to a point where the physics
of the back of that rack that connectivity that sits in the back of the rack is such that you have to do it and so we we already have a lot of fiber optics in the data center we don't have yet we don't have deployments in these racks themselves we have a lot of connections inside the data center that go out we call scale out but we don't yet see uh scale up i think in the next 12 months we will
And that's going to drive volumes that are unprecedented in the optical industry, right?
Volumes of tens, hundreds of millions of units, where again, we're sort of used to dealing in scales of thousands.
That's a good question.
I mean, you know, what's interesting, and you probably appreciate this, most of the hyperscalers and the strength right now is in the U.S., right?
So U.S.
market has been incredibly strong.
Our business is very heavily centered on the U.S.,
China is a difficult market.
And you've talked about this, I think, in some of your previous shows.
The geopolitics of China are very tricky.
Showing 161–180 of 226 · page 9 of 12
← Previous
Next →