Michael
① 他说过的话
6 条
在这五个季度里,我们的营收翻了三倍。
指向原始笔记的链接
And in those five quarters, we’ve tripled our top line revenue.
—— Michael · [00:15]
从某种角度看,我们就像是光学行业里的 TSMC。
指向原始笔记的链接
So in some respect, we’re like the TSMC of the optical industry.
—— Michael · [06:21]
这里有足够多的事情在发生,我们真的想尽可能简化我们的业务,聚焦于我们认为最大的机会在哪里,那就是数据中心。
指向原始笔记的链接
There’s enough here going on that we really want to simplify our business as much as we possibly can, focus on where we think the biggest opportunities are, and that’s the data center.
—— Michael · [12:32]
如果你能把激光器放进海底并横跨太平洋传输,那你当然可以把激光器放进太空,创造出太空互联网这个现实,对吧?
指向原始笔记的链接
If you can put a laser in the ocean and transmit across the Pacific, you can certainly put lasers in space and create this reality of an internet in space, right?
—— Michael · [13:21]
在我成长过程中,他对我说,大学里你想选什么专业都可以,只要最后一个词是工程就行,电气、机械、土木,我无所谓。
指向原始笔记的链接
He told me as I was growing up, you can have any major you want in college just as long as the last word is engineering, electrical, mechanical, civil, I don’t care.
—— Michael · [21:16]
随着光纤在数据中心越来越普及,它正在给这个行业套上一个越来越紧的绞索,因为我们能快速做的事情毕竟有限。
指向原始笔记的链接
And as these fiber optics becomes more and more prevalent in data center, it’s creating an ever tighter noose around the industry because there’s only so much we can do so quickly.
—— Michael · [07:29]
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③ 他谈到的
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Molly · Lumentum · 光纤 · 数据中心 · 纵向扩展 · 磷化铟 · 激光 · 超大规模云厂商 · TSMC · NVIDIA