$LITE CEO interview on demand, counterparties, and financing risks:
Google’s CFO said capex is still rising year over year, and they expect other hyperscalers to report increased spending in their earnings. Based on what they’re seeing, spending continues to climb.
On the purchase agreement side (original text cut off) — the ultrafast/laser AI components pathway continues to be watched by the market. $LITEB
Google’s CFO said capex is still rising year over year, and they expect other hyperscalers to report increased spending in their earnings. Based on what they’re seeing, spending continues to climb.
On the purchase agreement side (original text cut off) — the ultrafast/laser AI components pathway continues to be watched by the market. $LITEB