The $3 Trillion Productivity Shift Nobody's Talking About

So our view is very simple. As you can see that the human productivity with AI can definitely increase beyond 10%. And if you look at the overall economy in the US alone, it's about getting towards $30 trillion. So that creates more than $3 trillion upside every year when it comes to productivity gains. And as you know, to do human-scale processing requires large-scale AI deployments. So we definitely see that $1 trillion and beyond is a very sustainable AI deployment cycle for the next many years. And as part of that, optical connectivity is growing to beyond 10% to 20% in the overall AI data center spend. So that creates a $100 to $200 billion opportunity for us. And we are going after squarely to try to go capture that.