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Arista acknowledges webscale weakness, AOI books $300M+ Microsoft contract

Companies indicate hyperscale and service provider weakness will persist through the rest of the year.

AI demand at TSMC is insufficient to offset weakness across all its other businesses.

The best technical customer conference is back up and running.

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?