Hey BreadAndCircuses,

Could AAOI eventually provide Microsoft the necessary light source as part of their signed arrangement referenced in their comference call transcript?

" Looking ahead, we're encouraged by the strong demand we've been seeing, and we expect Q4 to be similar to Q3. As a reminder, as we have discussed on our prior couple of earnings calls, we signed two agreements with Microsoft earlier this year, including a development program to make next-generation lasers for its data center, both for 400G and beyond, and for the development of their 400G and next-generation active optical cables. While not guaranteed, we continue to believe that the revenue opportunity for our 400G and 800G products could be greater and a longer duration than the revenue contribution we saw from this customer during the peak of the 40G product cycle, which suggests that revenue from these products may exceed $300 million over the several years of these build-outs."