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Two years into the AI boom, a look back at the vendors who benefited.

The inevitable technology that hasn’t happened – yet.

Coherent pluggable optics were responsible for all the telecom bandwidth growth in 2024, and will account for most of the future growth.

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 more applications, and introduce a forecasting model.

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.

Nvidia PAM-4 DSP, Ciena 2x 800G-LR, LPO Lives, 1600ZR slipping, L-Band ramping.

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

Gathering the Chinese perspective on vendors and technologies.

The combination creates a company with an enviable regional balance, providing a buffer from regional geopolitical and economic instability.

The company has been an innovator in Compact Modular transport hardware for more than 20 years.

This report provides historical information, industry context, and product examples of our classification of Compact Modular systems.

This report tracks the component suppliers that enable the 400GbE+ Datacom Transceiver ecosystem. It includes an overview of the types of transceivers employed, the key components that are used in those transceivers, and which vendors supply those components.

This is a summary of how OFC 2024 and the conversations we had there shaped our thoughts.

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

Does the higher performance offered by coherent optics offer a compelling use case inside the datacenter?

The price of bandwidth ($/Gbps) has declined consistently every year except 2021. In this updated report, we analyze the most recent data to determine if the trend is continuing.

Worldwide DWDM deployed bandwidth declined YoY for the first time.

The “AI Emergency”, LPO vs. CPO optics, and pushing the scaling limits of AI computing.