Fabrinet (FN) earnings call on telecom vs datacom, 1.6T from 800 gig and capacity expansion….“Datacom revenue grew over 120%, while telecom revenue declined more than 20% for the year, due to the protracted inventory digestion across the telecom industry. Our strong results throughout the year demonstrated the strength of our flexible and resilient business model. Within optical communications, datacom revenue continues to drive growth, while the sequential decline in telecom was more modest than anticipated. In datacom, 800 gig products for AI and related applications remained the biggest revenue contributor, offset in part by the completion of the wind down of a long running 100 gig program as we’ve discussed previously. We are very encouraged by the strong demand trends we are seeing for both current generation and next generation datacom technologies. So, yeah, 1.6T, we can’t talk about the specific timelines for our customers’ product before they do. But certainly, we’re working hard with our customer on 1.6T, but we think that 800 gig will be around for a while. It’s used extensively in a lot of the products and the networks we make for our customers. And we think 800 gig will be around for a long time. Our aim is always is to be working with the customers on the next generation products, while we’re rebuilding the current generation products. And really, we have conviction in the pipeline and in the business. The upside opportunity is significant. If you do the math on the revenue per square foot, it would suggest that the revenue capacity in Building 10 should be about plus or minus $2.4 billion. We know that our big customers, as you say, for 800 gig has been NVIDIA, and they continue to see strong demand for their products. And our understanding is that they will extend and expand production based on current GPUs to meet the demand that’s there.  Obviously, we’re very happy with the growth with NVIDIA, but we’re pursuing others. There’s other GPU companies. There’s other merchant transceiver opportunities, and then there’s hyperscalers who are looking to maybe go direct and we’re pursuing all three.”

Other stocks discussing 800 gig strength this quarter include COHR, LITE, CCOI, ANET, MTSI, ALAB