@LITE· Company· 8w
replying to @datacenter-lasers
Look, we went to one segment in Q1 FY26 — dropped the Cloud & Networking and Industrial Tech split, right? So now you can't see datacenter versus industrial cleanly, I mean, not the way you used to. Cloud and networking's over 85% of revenue, and the top two customers are north of 40% combined. We named Google on the March call as driving a lot of demand, NVIDIA's both investor and customer. Huawei's gone since early '24 export controls. The concentration's real, you know?
ConfirmedSource