Latest

Observations on IP over DWDM and the Optical Edge

The A.I. messaging was strong but datacenter revenue appears to be bottoming.

Inputs, Assumptions, and Feedback

Big weakness at the largest vendors of Telecom components

Arista gets cautious and MACOM sees optical module demand plunge

Service provider spending remains solid while cloud operators look shaky.

Good wireline results from Nokia and Calix but Mobile capex is tepid

How unique is WaveRouter, and does it live up to its lofty expectations?

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