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What are operators spending on AI?
The capital directed toward AI-focused projects varies by operator, but nearly half of them are dedicating 5% to 15% of their digital budgets to AI, a GSMA survey found.
The race to supply 1.6Tbit/s components for cloud providers and hyperscalers is a huge long-term bet for companies like Lumentum, who are tapping years of telecom optical switching know-how to build tomorrow's AI data centers.