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Uncovering who uses which DSP, and which DSP vendors ship the most volume.

Key technology takeaways from OFC 2023.

Broadcom and Marvell provide radically different revenue outlooks

Nvidia and Infinera provide more positive sentiment for cloud spending

An in-depth look at the catalysts, potential, and outcome of the 100ZR market.

Fabrinet signals 400G shortfall, different outlooks from Coherent and Lumentum

Cignal AI presented at NANOG and came away with unique perspectives from an often under-represented networking segment.

Fabrinet signals 400G shortfall, different outlooks from Coherent and Lumentum

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

Cloud capex outlook for 2023 summarized

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.

Microsoft keeps its foot on the capex gas, Intel exits Ethernet switching.

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

Smartoptics is a small but rapidly growing company riding the wave of open networking, disaggregation, and IP-over-DWDM.

Introduces a new, high capacity aggregation router to address emerging metro requirements.

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

Big news coming next year on 1.6T client optics, 200GBaud technology, and a bevy of new coherent DSPs

Market Focus Slides Available for Download

Cisco Packet Optical Networking Conference advanced the RON strategy.

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