Andy Bechtolsheim

That was because we were talking to the CTOs of data centers and realized indeed what their need was and how photonics could help them.

solve this and we were listening very carefully when some of the gurus of the ecosystem like Andy Bechtolsheim were quoting numbers that far exceeded what even the most optimistic analysts were saying and we felt that they were very well informed and so that's what pushed us to do

this.

And to answer your question about where we are today, so if you think about AI, you think about GPUs, right? You think about these compute engines that actually run the models, but the models have gotten so large that they no longer fit on a single GPU.