She s talking as Senior Vice President and General Manager Optical Systems, Broadcom, about CPO, thermal management, cost reduction etc.

Heres the (very) long transkript but especially when A.B. speaks its getting hot, or maybe athermal:

https://seekingalpha.com/article/4398695-broadcom-inc-avgo-management-presents-j-p-morgan-tech-auto-forum-conference-transcript

And here is the ppt to the text. slide 23 is when she begins, interesting slides ahead.

https://investors.broadcom.com/static-files/c5414657-07e3-423f-afec-315135a9cb53

Here s a part of Broadcoms product roadmap:

https://www.lightcounting.com/light-trends/broadcom-announces-switches-co-packaged-optics-cpo/

Broadcom is big and Poet will become huge too.