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This is Transmit, a summary of our latest research and important trends in the industry.
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Datacenter/AI Optical Circuit Switching
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Our latest Active Insight report examines the emerging market for optical circuit switching (OCS) inside the datacenter. It details the current state of the art, the companies involved, and why it matters today. (Clients Only)
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Tracking Coherent Deployments
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Stay abreast of the newest 800ZR/1.2T coherent trials and deployments with our tracker. Updated July 25th with the recent Ciena, Cisco and Nokia trials.
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Gone on vacation? Review research notes you missed from May, June & July!
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Nokia announced its intention to acquire Infinera, a combination that creates a company with an enviable regional balance, providing a buffer from geopolitical and economic instability. (Clients Only)
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400 and 800GbE module shipments jump more than 25% QoQ
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Excluding Growth in China, Sales Declined 21% Worldwide
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September 11-13, 2024 - CIOE (speaking) - Shenzhen, China
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September 23-25, 2024 - ECOC (speaking) - Frankfurt, Germany
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September 26, 2024 - Cignal AI Oktoberfest - Munich, Germany - 3 SEATS LEFT
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October 8-10, 2024 - Network X + NGON - Paris, France
October 15-17, 2024 - OCP Global Summit - San Jose, CA
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