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AI-driven optical scale: 800ZRx ramping toward millions of units, new InP fabs in San Jose and Chandler, a four-DSP roadmap, and a big push for multi-rail amplification.

ECOC 2026 delivered record attendance and big news: Marvell’s 2nm DSPs for 1600ZR and Coherent Lite, Broadcom’s Davisson CPO samples. Intense NPO activity without much deployment clarity. OCS forecasts held firm.

Datacom and Telecom revenue reach new heights. 800GbE leads growth in Datacom, 1.6TbE ships in volume. Early 800ZR volume with much more expected in 2H26. OCS revenue is growing as Google moves to outside vendors.

The China market has unique requirements that influence technology choices

Worldwide optical revenue up 20% YoY, while routing grew 30%. Cloud and Colo spending surged 63%.

Analysis and opinion on 2Q26 company results.

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.

Latest coverage of Coherent Lite examines the technology’s evolving market prospects, from failed 800G and 1.6T deployments to Google’s emerging 2.4T custom project targeting optical circuit switch applications. The report covers DSP implementations from Ciena, Marvell, and Qualcomm, updated market forecasts, and the long-term potential for Coherent Lite to displace direct-detect optics inside the datacenter at 3.2T and beyond.

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

Coherent revenue forecasts across three procurement models, three customer market segments, and six types of modules

CPO is still inevitable, but is it now imminent? The next twelve months should provide an answer.

Join Cignal AI Analysts in a 3-Day Discussion with Executives from Across the Optical Industry

Massive increases in hyperscale capex have necessitated an increase in our Datacom revenue and module shipments forecasts.

Introducing the WDM Pluggables category – the inclusion of pluggable coherent optics within the Transport Hardware report.

2025 results are updated and the forecast is now 3x higher for 2026 and greater than 40% higher for 2029.

In this update to our 1Q25 report, we cover the trends favoring pluggable optics as well as the companies positioned to benefit.

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.

The Four Horseman of AI scaling: CPO, OCS, 1.6T, and 800ZR/Coherent Lite

Service providers share a positive outlook on routed optical networking but the role of Cisco optical hardware in long haul networks remains unclear.