As new equipment is added to the data centers, all of it will need fiber connectors, no question about it.

More unknowns

-repeat of chip orders in 2000: users entering redundant orders with multiple vendors in the hope that one of them will deliver on time. The moment the supply caught up with demand, the redundant orders were cancelled, and forward revenue estimates collapsed.

-repeat of fibre orders in 2000: everyone way overbuilt their fibre networks, with loads of fibre that remained dark for years, so there was no follow on business for fibre makers.

-how many of the data centers will actually be completed? We have seen this "new hotness" hype before, most recently in EV battery plants. Will vendors be paid when a project is cancelled before it is complete?

-how many of the data centers will go BK, because the industry is overbuilt and margins are near zero, meaning vendors don't get paid?

Steve...remembers the day after Thanksgiving, 2000, when Broadcom warned