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This is Transmit, a summary of our latest research and important trends in the industry.
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OCP24 - Optical Joins the AI Party
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While most of the attendees at OCP24 met to discuss AI architectures, power, liquid cooling, and software, there was a standing-room only session for those who recognize how important networking and optics are to the current and future scalability of AI nodes.
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Read our report summarizing the key optical takeaways from OCP24:
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- Co-Packaged Optics (CPO) Inches Closer to Reality
- 400G/Lane Emerges from Ciena – Not Where You Expected It
- Optics Reliability and Stability in AI Nodes Needs to Improve
- LPO – Still Kicking but Questions Persist
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ECOC 2024 - Nvidia DSP and Ciena 800G LR
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Cignal AI had three days of meetings and presentations at ECOC in Frankfurt during September 23-25. Here's a summary of what we learned.
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- The Nvidia DSP Surfaces
- 1.6TbE Module Timing – SiPho vs. EML
- Ciena 2x 800G-LR Coherent Roadmap
- 1600ZR Arrives Later than Expected
- Optical Switching Vibes Get Stronger
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*Full access available for Active Insight report clients.
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More Reports from the Field
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Cisco’s annual Packet Optical Networking Conference (PONC) was well-attended and featured customer testimonials, product and technology updates, and live demonstrations. Routed Optical Networking is now the centerpiece of the company's strategy, with a commitment to traditional optical transport centered on pluggable transponders and open line systems.
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CIOE is the Chinese OFC and is attended by engineers from all major equipment vendors as well as by Chinese hyperscalers. Cignal AI examined the progress in China since the 2018 government mandate to design out foreign components. We detail the massive progress over the past five years and the challenges Chinese companies still face.
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Replay and Slides Available
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Our next presentation (December) will feature Open Line Systems. If you are interested in sponsoring this or other Cignal AI webinars, please email [email protected].
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2Q24 Optical Component Report
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Datacom optical component revenue doubled in 2Q24,
but record pluggable coherent shipments were not enough to reverse Telecom revenue weakness. Get a refresher on the quarter here.
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November 18-22, 2024 - Japan Client Visits - Tokyo, Japan
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December 9-11, 2024 - Bay Area Client Visits - San Jose, CA
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April 1-3, 2024 - OFC - San Francisco, CA
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If we are in your area and you'd like to meet, contact us.
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