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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

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

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.

Cignal AI revisits our Coherent Pricing Trends report from 2019 and provides an update based on recent technology advances.

Key technology takeaways from OFC 2022.

Slides available

Here is a sneak peek of the hot topics of discussion at OFC 2022

How will the adoption of 400ZR and ZR+ pluggable coherent modules impact Metro WDM equipment spending?

The historical classification of coherent optical technology (Gen1, Gen2, etc.) is no longer sufficient. Therefore, Cignal AI will now recognize and classify coherent DSP technology by its maximum baud rate and whether the DSP is optimized for Performance or Compact applications.

Development moves past 90+ GBaud directly to 120+

Nearly 5 years after the project’s inception, AT&T disclosed it has deployed OpenROADM-based networks across a dozen US metros.

After years of anticipation, 400G pluggable digital coherent optics (DCO) will finally achieve general availability and initial deployment in 2021.

Quick thoughts on equipment spending trends as well as a current view on the role of pluggable coherent modules.