Oz, those numbers a pretty bang on. So, if you consider there are 510,000 data centers world wide, large and small, the 5 year cycle works out to about 60 billion dollars.
That's 12 billion a year for tranceiver and related gear replacement world wide
Not bad for one just one vertical!
Then comes the trillions of dollars for Internet of Things and Artificial Intellegence verticals, all of which will utilize an optical engine, or an integrated platform of engines located right beside the switching gear.
Dare to dream
IMO, of course