This April marked the 50th anniversary of OFC, and the event was packed with the usual suspects along with many new faces interested in datacenter applications like CPO and OCS. The investor presence was larger than usual, with heavy attendance at the Raymond James dinner. Cignal AI had a packed schedule with 4 presentations and over 50 meetings.
As we write this, everyone wants to talk about tariffs, but we’ll leave that topic for another note after we’ve had a chance to put a constructive argument and updated forecast together. Also look for an upcoming overview of Nokia’s closing of the Infinera acquisition.
Presentations from OFC
Data Center Summit: The Impact of AI on Networking Inside and Outside of the Data Center
Tuesday, April 1, 2025
How Will Optical Interconnects Meet AI Demand?
Thursday, April 3, 2025
The Journey to Optimize Converged IP and Optical
Tuesday, April 1, 2025
Network Operator Summit: Interoperation of Optical Pluggable Transceivers and IP/Optical Integration
Wednesday, April 2, 2025
Download Slides and Report
- CPO at OFC
- What’s Next for CPO
- 400G/Lane PAM4 Debuts at OFC
- 200G/Lane Waits for a Host
- LPO and LRO Starting to Make Progress
- 200G VCSELs. Really.
- Coherent Lite Remains a Niche
- OCS: Still Showing Potential
- IP-over-DWDM Gaining Ground
- 800ZRx Supply Chain is Ready
- 1600ZR – Two Products, Two Timelines
- A Second 100ZR DSP Emerges
- Line Systems Evolving
- Quick Takes
Clients log in to access full report