The Rise of Generative Ai

The telecom annals may see this but the semi-annals has no clue what no care seem or no quia or ericson said Um, they are digesting equipment right now. They're two names Uh that are really picks and shovels here for the long term One is a rista one of the a net It's um The number one cloud provider of networking gear to the cloud titans it's almost half their businesses microsoft and meta. That's the other name. Is sienna they have um to tell you how old I am We were on the cover when we took sienna public And so i'm ancient But sienna has some of the best optical know how