"Decisions are being made now."
During the LD Micro Event, someone in the audience asked Raouf Halim a question regarding when the bid data center operators would decide to start ordering Spectra7 cables for their data centers.
Halim answered that, "Decisions are being made now."
He also referred to them as "Customers," saying that "One of our customers" did a cost analysis and found that they would save $20 Milion a year on power by switching...20 million Per Data Center.
This sounds to me like it's a lot further along than they are able to tell us...
Decisions being mad now...by Current Customers? Sounds like it's only a matter of how soon the hundreds of Current data centers start their switch...and how soon the New Hyperscale data centers start building.