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

OCP24 was all about AI, and optics is an increasingly important part of the AI discussion.

Cignal AI is tracking announcements of Gen120 (120+ GBaud, 1+Tbps) optical trials and deployments.

Routed Optical Networking Goes Mainstream at Cisco’s PONC 2024. Our thoughts on the customer testimonials, product and technology updates, and live demonstrations.

Trends in operator spending, datacenter optics, and sanity checking the optics forecast for AI applications.

Key themes to watch – AI, 800G, and everything else

The Era of Pluggable Coherent – Don’t Bet Against IM-DD – What Does 3.2T look like?

AOI made news recently with its intention to sell its Chinese manufacturing facilities and partnership with Microsoft for laser development.

France-based Ekinops has grown rapidly on a reputation for customer attentiveness and product focus.

Inputs, Assumptions, and Feedback

The latest 120+ GBaud coherent technology is arriving.

Will 400ZR and its variants usher in the long-awaited era of IP-over-DWDM? 

It has been two years since a new high-performance coherent optical generation was commercially introduced and it’s time for new generation announcements. Expect to hear more about Gen120P at OFC23.

OFC23 will offer an opportunity to see how much further and faster direct detect optics will take communications inside the data center

Understanding the next wave of 100Gbps and 200Gbps PAM4-based modules

Market Focus Slides Available for Download

Learn How Network Operators Will Build and Deploy Coherent Technology In Access Networks

These companies announced a collaboration on QSFP28 100ZR modules. This report is Cignal AI’s analysis of that announcement and its implications.

The Transport Application Report now includes ROADM & line system deployment data

Slides available