2023 OCP Global Summit Report

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

The Linear Drive Market Opportunity

Examines the benefits and challenges of Linear Drive and provides a preliminary assessment of its impact.

2Q23 Takeaways – ANET MTSI COMM AAOI

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

1Q23 Takeaways – ANET INFN COMM MTSI

Arista gets cautious and MACOM sees optical module demand plunge

OFC 2023 Show Report

Key technology takeaways from OFC 2023.

4Q22 Weekly Earnings – ANET CSCO RBBN

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

Using 400ZR+ To Deploy IP over DWDM

Pluggable coherent deployments are underway. Learn how this powerful technology is transforming network architecture.

OFC21: Co-packaged Optics

Co-packaged optics (CPO) moved from hero experiments to discussions of commercial roadmaps this year. In this update from OFC21, we cover the key points about CPO discussed at the show.

Webinar – How 400ZR Impacts Networks in 2021

Get ready for the 2021 rollout with commentary from Inphi, Arista, and Microsoft on evaluation results and plans for rolling out 400ZR in 2021.

OFC2020 Optical Hardware Review

Major optical transport equipment vendors did not present at OFC in March due to COVID-19 concerns, but that did not stop announcements of products and online updates to customers and analysts.

Cisco: The Future of the Internet

Cisco held a major launch event to communicate that the company is reorienting its focus to changing network architectures and customers. The deeper message was one of cultural changes at Cisco.

Inphi Samples Industry’s First Coherent DSP Enabling 400G Pluggables

Inphi announced it sampled its new Canopus coherent DSP, the industry’s first merchant 7nm coherent DSP designed to support 400ZR and 400ZR+ applications. Andrew Schmitt commented in the press release, joined by others from Arista and Juniper.

OFC 2019 Preview and Predictions

The 2019 Optical Fiber Conference is less than a month away. Cignal AI’s analysts have compiled a list of predictions and expectations for what we expect to see from vendors and other OFC participants.

2018 SCTE Cable-Tec Expo: Key Optical Topics

The SCTE Cable-Tec Expo is the premiere technical trade show for North American Cable MSOs and has historically been oriented towards software, analog hardware, outside plant, and HFC-specific equipment. This year a greater number of prominent optical companies joined in. Factor such as fiber deep, native optics, 5G, and virtualization are driving optical deployments into the MSOs.

OFC 2017 – Inside the Datacenter

100G and the Road to 400G

The transition to 100G network speeds inside the data center is underway at every major hyperscale operator simultaneously, creating major industry bottlenecks. Despite QSFP28…

Metro DCI – What’s Next

Andrew presented “Metro DCI – What’s Next?” at the annual OSA Executive Forum before OFC 2016. His slides focused on the evolution of metro DCI and highlighted the opportunity for…