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This report updates the total market size, details the Scale Out (TPU) and Scale Up (GPU) opportunities, expands and enhances the list of vendors, and revisits OCS technology.

The number of venture-backed optical component startups has exploded – the Optical Component Start-Up Tracker identifies these companies and their value propositions.

In this update to our OCS report we cover more vendors and technologies, investigate additional applications, and update our market forecast.

Pluggable coherent is transforming optical transport, replacing embedded optics to and extending the benefits of pluggables to traditional optical transport hardware.

A deeper look at the rates of adoption fueling a shift in hardware and component revenue