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This is Transmit, a summary of our latest research and important trends in the industry.

OFC Wrap Up

Missed our OFC Market Watch Presentations?

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  • Andrew Schmitt – “State of the Industry”
  • Scott Wilkinson – “Inside the Data Center – AI/ML”

Read the Full OFC Debrief

What We Learned
  • AI Will Impact Hyperscale WAN Traffic
  • High Performance Optics Under Pressure
  • Coherent Pluggables are Closing the Gap
  • The Transponder Strikes Back
  • 200G PAM4 is Real and Close
  • Coherent as an Intra-DC Connectivity Solution
  • Interoperability May Not be Critical for 800ZR+
  • LPO and CPO Forecasts Don’t Need to Change
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Colt - Telefonica - Cisco

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Recent news

Cloud Spending on Optical Transport Jumps 46% in 4Q23

But traditional service provider spending remains weak

AI Deployment Accelerates 800GbE Optical Growth

Coherent optics growth is healthy but Telecom component market remains in doldrums

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