Lumentum Holdings Inc.

you know, does your data center chip business also sort of contribute to that? I would, I would think yes. And then I also heard some other areas as well across the laser and photonics portfolio. So could you just clarify that, that that's accurate? And is there any, was it super early days? Was there any way the context for us, you know, kind of, What portion of the overall portfolio has some exposure in any way that's useful? And then I have a quick follow-up. Thanks a lot.

Yeah, thanks. Yeah, I would go back to that in the nearer term. It's the data center chip business, as you alluded to, which both has, you know, what we've been known for, high-speed EMLs transitioning to higher speed. But also the addition of high-speed Vixels and the growth of high-power CW lasers used for silicon photonic architectures. So those are what I referenced as more nearer term as in the next 10 quarters. As we look to the next couple years, we anticipate the data center architectures will evolve to more application-specific equipment, if you will, and that application-specific equipment will have, you know, maybe in addition to the standard Ethernet-type connects, more proprietary interconnects using, in a sense, custom-designed transmission links, and that's where our engagement with leaders in the space is really important. Taking our broader photonic capabilities around lasers and transmission in general, as well as in some cases optical switching, all will be brought to bear. So it does impact a more broad piece of our company than just the datacom or data center business that today is the primary driver.

Maybe I can add to that as well. Just one other thing to add to Chris's commentary is, you know, we've seen very strong demand for our subsea cable deployment where we provide components that amplify the signal on the bottom of the ocean. So we're seeing a lot of the demand for subsea coming from the hyperscalers as they connect those large data centers. And whether that's a precursor to expectations on AI or machine learning or not, it is an area that we've seen strong demand. And these are big investments that take a year or more to deploy. So I think we're seeing some leading indicators that this is an area of growth for us as well.