RE:RE:RE:Our PartnersMisbrandt wrote:
I think the biggest thing holding back adoption is that the savings from electricity use are marginal at lower speeds. 100G and higher are where it starts making a big difference. I can see how hyperscale deployments would have decided to not replace their already installed 25G cables with ACC. Now that we are actually approaching 100/400 era and data centers are going to be replacing the old cables, it makes way more sense. We will have to see what happens.
Yes. All true. However, Leoini has publically stated that they are switching ALL of their copper cables, even the 25G ones, to Spectra7 Active Copper. And Molex has an ACC timeline which includes 25G Spectra7 ACC, as posted here a few weeks ago.
Som while true that 25G is not as important to us, it does appear that sales of those cables have begun, as evidenced by the recent rise in our gross margins, and, like you said, 100G is in full deployement now, with 400G right on its heels.
Data center sales have begun...now it's just a question of how many cables, and how quickly they will be deployed.