LITE vs COHR vs ANET

“if you recall that if you turn the clock back a year ago, there were really only two folks building AI gear. And I think you'll have more -- I think you brought up the word to an extent, some level of disaggregated architectures as we roll forward into calendar 2025 and 2026.”

“We're certainly increasing and ramping up our capacity internally, whether that's for transceiver assembly or whether that's for the individual ingredients that go into that transceiver, isolators, VCSELs, EMLs, whatever, right? So, we're ramping up our capacity and certainly our goal to make sure that we've got the ri…”

“We are progressing well in all four customers and continue to add smaller ones as well. At the GTC event in March of 2025, we heard all about NVIDIA's planned GPU road map every 12 to 18 months, and Arista intends to be the premier and preferred scale-out network for all of those GPUs and AI accelerators.”

“optical switching is expected to be critical for future generation cloud and AI network architectures. Lumentum's power-efficient, high bandwidth and low latency optical switches are well positioned to meet the demands of these evolving networks.”

“one of the things that's very important to data center customers is supply chain resiliency. And the two things that we always talk about is, of course, number one, the technology roadmap that we have and the breadth and the depth of the technology and the innovation we can bring. But the other big part of the discussi…”

“customers are certainly like the fact that we are U.S. headquartered and non-China manufacturing and a long road map of that. So I think that makes us more competitive in winning in these new opportunities.”

“this is becoming more and more important to customers, but they're also really appreciating the differentiation and the value that Coherent brings in terms of supply chain resiliency, because there's really two components of our resiliency. Number one is, we have tremendous geographic diversity in our production platfo…”

“We set a new record for Datacom laser chip orders, including 200-gig EML chips, reflecting strong demand from multiple customers, including an AI infrastructure customer.”

“Our Q1 datacom revenue grew by approximately 16% sequentially and by 89% year-over-year, due primarily to AI data center demand.”

“We anticipate strong sequential growth in our cloud and networking revenue in fiscal Q2 due to rapid growth in our products addressing cloud and AI applications and broad-based improvement in demand across our product portfolio.”

“We're expecting strong growth in our communications business over the coming quarters, and while some near-term softness persists in our other end markets, we continue to expect Fiscal 2025 overall to be a solid growth year for the company.”

“we are on track to increase EML production capacity by 40% in Q4 of fiscal 2025 compared to our capacity in Q4 of fiscal 2024. This expansion will help alleviate the industry-wide shortage of indium phosphide capacity. However, we still expect to be on allocation throughout calendar year 2025.”

“We also continue to make great progress on key enabling components such as 200 gig differential EMLs, 200 gig VCSELs, and CW lasers for our silicon photonics solutions.”

“one of the things I'm really pleased to see is the breadth of customers that we have. The number of customers that are ramping 800-gig has significantly increased. If I look like a year ago, it was only maybe a couple customers. Now, we have many customers ramping 800-gig.”

“And that momentum has really shifted in the last year with the Ultra Ethernet consortium and the spec coming out in May. I just want to give a shout out to that team and what we've all worked has done. So I think Ethernet is a given that there's an awful lot of legacy of InfiniBand that will obviously sort itself out.”

“most of the products that we're producing are silicon photonic-based using CW lasers from our strategic supplier partners to keep that EML capacity for our customers.”

“We also recently announced a family of high efficiency lasers to power 1.6T optical transceivers based on silicon photonics.”