Tickerthe anti-fintwit
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@GLW open

I'm gonna answer in three layers. First, as of our January twenty twenty-six call, no significant scale-up revenue was in our growth plan. Second, we hold deep conviction that links inside the switch and near the GPU eventually move to photons, yet timing stays open with scenarios from before twenty twenty-eight to primarily late twenty twenty-eight and beyond. Third, we're an enabler supplying fiber and connectivity to whichever platform prevails, not a contestant in the packaging fight. Does that address your question, [name]?

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GLW / Photons inside the box - conviction, and the timing caveat