“The revenue this year, it was in the $40, $50 million range. You know, we do think it will scale over time. Could be you know, 4x or 5x that or even more over the next several years, depending upon our progress here as well as the adoption of optical technologies and data centers.”

In context

“: So Scott, thanks for the question. Yes, it is getting quite a bit of excitement and excited internally as well. it is been a technology that is developed several years ago. You know, it in a nutshell, it is very durable, dust resistant, vibration resistant you know, fiber optic connected connection technology. We have proven with a hyperscaler that it can reduce by about 85% the time to revenue, time to install circuits in a data center. We have got about 100 patents in this in this space, 50 pending. So it is it is very well protected and we are very excited about this. You know, it is it is been in testing for several years with Microsoft. We are very pleased that, you know, they have qualified us for as a technology for the Azure data centers. They you know, that is very encouraging. The revenue this year, it was in the $40, $50 million range. You know, we do think it will scale over time. Could be you know, 4x or 5x that or even more over the next several years, depending upon our progress here as well as the adoption of optical technologies and data centers. Is that transitions. A couple of things are happening here. 1, as we continue to develop the technology, each hyperscaler has some uniqueness in their architecture. So that is got to be developed. We have got to scale it. Both internally and externally. And earlier this year, we announced that we would double our capacity on Expanded Beam Optics this year and another doubling over the next year to 18 months. But even that is in anywhere near the volume demand in the marketplace. So we are also working with various contract manufacturers who are pretty developed on 1. The 3rd item of this is that we will not be successful as a sole provider here. This is about enabling an ecosystem of partners So we formed a multi supplier agreement. There are 44 players in this agreement all throughout th”