Cignal AI attended Nokia’s annual customer conference in San Diego, September 15-17. As in Phoenix last year (see Nokia Wavelengths 2025), the optical event (Wavelengths) and the IP event (SReXperts) ran as a single North American event. And while the IP side has a more established user base of attendees, it’s clear that Infinera’s optical marketing vigor with Nokia’s well-oiled corporate machine have combined to produce a splashy, polished, and thorough event surpassed only by Cisco Live.
What changed from last year is the content. 2025 was a portfolio and roadmap show with a lot of AI framing. This year AI was the show. The plenaries were aimed almost entirely at the Supercycle level – token growth, capex forecasts, power scarcity, distributed inference – while the product and technology detail was found in PLM-led breakouts and an analyst roundtable.
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