Every hyperscaler demand metric hardened in the same direction. Strand counts per customer up 50x to 200x, record lit bandwidth orders, and a near-billion-dollar nonrecurring cash target by 2028 all reinforce the fiber capacity thesis.
Tessara post-call read · synthesized from the earnings-call transcriptreported May 11, 2026
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.