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Okay. Second question is about the broadband, and I'm going to ask it in a sarcastic way, but I'm not a mean person. Why are you even in this business? This is a commodity like -- that's what we've learned in the last few years, right? Commodity like it's about pricing, there are companies that have been doing it for a while, why suddenly you increased participation in this fiber to the X? And why is this attractive for you?
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2024 Q3
8 Sep 24
On that third one, the dynamic that we see is as the data rates between -- at a high level between GPUs increased as the distances that they have to communicate increase because of the constraints of power. And as the cloud providers start to look at things like optical switching as a way to provide interconnect at a lower cost and lower power footprint all those things push you to need higher performing optics to connect.
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2024 Q3
8 Sep 24
inside data centers and collaborating with several content providers. Could you talk a bit more about what the application is there and what exactly you guys are doing? .
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2024 Q3
8 Sep 24
We expect to benefit from a considerable time to market lead with our 1.6 terabit solution, particularly given that no other competitor has even announced plans for a solution beyond 1.2 terabit, and we already have orders from 23 customers for WaveLogic 6, a list that continues to grow, and we will recognize revenue in Q4 as we begin shipping.
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2024 Q3
8 Sep 24
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