The 21-Word Review: Swamp Story by Dave Barry

bananastew.wilkinsons.com/2025/02/the-...

The 21-Word Review: Wasteland by Oliver Franklin-Wallis

bananastew.wilkinsons.com/2025/02/the-...

In Cignal AI’s latest Transport Hardware report, we finally say goodbye to SONET/SDH. It’s been a great run. I started my career with OC-12 and OC-48.

All of the recorded floor sessions from #OFC25 are now available online. If you attended and were unable to see all of the programming, here's your chance to get caught up.
www.ofcconference.org/en-us/home/s...

Ciena Vectors 2025 - Cignal AI A Focus on Line Systems and Components

Ciena Vectors is an opportunity for customers to visit the company’s R&D labs in Ottawa for technical demonstrations and updates from the engineering team. Our report:

-Coherent Lite
-448G PAM-4 DSP
-WaveLogic and Waveserver Roadmap
-Line Systems
-Routing
-R&D and OCS

cignal.ai/2025/05/cien...

Coherent 1Q25 Vendor Summary Report - Cignal AI Datacom is driving growth as telecom recovers, and the tariff impact is expected to be minimal.

Cignal AI’s 1Q25 vendor report for Coherent Corp. posted this week. Datacom business is continuing to be the growth engine for the company while telecom recovers - and the tariff impact is expected to be minimal. cignal.ai/2025/05/cohe...

Tracking the Coherent DSP Supply Chain - 2025 - Cignal AI Uncovering who uses which DSP, and which DSP vendors ship the most volume.

Cignal AI’s Tracking the Coherent DSP Supply Chain – Uncovering who uses which DSP, and which DSP vendors ship the most volume. One of our most popular reports. cignal.ai/2025/05/trac...

Nokia 1Q25 Vendor Summary Report - Cignal AI Nokia closes the Infinera acquisition and sees significant YoY growth in both IP and Optical.

Cignal AI’s Nokia 1Q25 Vendor Summary Report - It closes the Infinera acquisition and sees significant YoY growth in both IP and Optical. cignal.ai/2025/05/noki...

I'm looking forward to seeing everyone at #OFC25 next week. It promises to be overwhelming and exhausting.

I'll be speaking Tuesday at 2:15 and Thursday at 2:30pm. I hope to hear your intelligent questions. You really don't need to come to both, but feel free to indulge if your schedule permits.

Low-Power 1.6T Datacom Transceivers and the Path to 3.2T - Cignal AI Join experts from Arista, Lumentum, Marvell, and Semtech as they discuss the latest advancements in 1.6T optical transceivers and ongoing efforts to enable 3.2T connectivity.

Join experts from Arista Networks, Lumentum, Marvell Technology, and Semtech as they discuss the latest advancements in 1.6T optical transceivers and ongoing efforts to enable 3.2T connectivity.
cignal.ai/2025/03/low-...

There it is. The end of an era.
#Nokia #Infinera

www.nokia.com/about-us/new...

Cignal AI on LinkedIn: Co-Packaged Optics: Inevitable but Not Imminent - Cignal AI Following our public editorial two weeks ago, and dozens of discussions with companies throughout the supply chain, we've released our first in-depth report on…

Following our public editorial two weeks ago, and dozens of discussions with companies throughout the supply chain, we've released our first in-depth report on the state of the CPO market.

cignal.ai/2025/02/co-p...

Taylor Scott☁️ on LinkedIn: #nanog #ai A couple of weeks ago Scott Wilkinson presented at #NANOG on AI-Driven "Demand Explosion" in Data Center Networks. His insights often shared on my feed here…

Um. Wow. Thanks.

www.linkedin.com/posts/taylor...

The 21-Word Review: Wallace and Gromit : Vengeance Most Fowl (Netflix) bananastew.wilkinsons.com/2025/02/the-...

For those who have been asking - Infinera is now on the tracker with an impressive 1Tbps over 1391km in a terrestrial North American network trial.
cignal.ai/2024/10/gen1...

Datacenter optics - demand explosion and technology acceleration beyond 400G YouTube video by NANOG

I haven't watched it, but you're welcome to.
www.youtube.com/watch?v=gW01...

The 21-Word Review: Nosferatu bananastew.wilkinsons.com/2025/01/the-...

The 21-Word Review: Days Like These by Brian Bilston bananastew.wilkinsons.com/2025/01/the-...

Datacom Optics – The AI Winners - Cignal AI Two years into the AI boom, a look back at the vendors who benefited.

AI has been a gold rush for many optical component companies, while others have had trouble catching the wave - to mix metaphors egregiously. cignal.ai/2025/02/data...

In my Facebook feed this morning …

Old people (my age): Terrible half time show! I didn’t know any of the “songs” and couldn’t understand the “words”.

Young people: I counted 15 ways Kendrick dissed Drake. How about you?

Theater people: Why was Costco so empty yesterday?

The 21-Word Review: Lift (Netflix) bananastew.wilkinsons.com/2025/01/the-...

I hear they got a pretty good analyst speaker for this one.

Coherent Optics: It’s a Pluggable World - Cignal AI Coherent pluggable optics were responsible for 100% of telecom bandwidth growth in 2024 and will account for most of the future growth.

Free Report! Coherent Optics: It's a Pluggable World.

Coherent pluggable optics were responsible for 100% of the growth in shipped bandwidth in 2024 and will account for most of the future growth.

#telecommunications @cignalai.bsky.social #coherent #optics

cignal.ai/2025/02/cohe...

The 21-Word Review: Subservience (Netflix) bananastew.wilkinsons.com/2025/01/the-...

Optical Component Startup Tracker - Cignal AI Updated January 17th. The number of venture-backed optical component startups has exploded - the Optical Component Start-Up Tracker identifies these companies and their value propositions.

OPTICAL STARTUP UPDATE
Additions: Akhetonics Alcyon Casela Dream Enablence Enlightra Enosemi Innolume Inpho Lightelligence Lightium LightSpeed LightSolver Lightwave Logic LioniX Lumilens NcodiN Neurophos Nexus Photonics Omniva Polariton Quintessent Rapid Photonics Salience
cignal.ai/2025/01/opti...

Ciena's latest deployment gets an asterisk because it's a subsea, but that doesn't diminish the accomplishment. 1Tbps over 13,500km is way impressive.
cignal.ai/2024/10/gen1...

Optical Circuit Switching Market to Exceed $1B by 2028 - Cignal AI Compelling Usage in AI Applications Driving Widespread Adoption

An update to perhaps the most popular report I’ve written in this job.

cignal.ai/2025/01/opti...

The 21-Word Review: Predestination (Netflix) bananastew.wilkinsons.com/2025/01/the-...

The 21-Word Review: Slingshot (Delta) bananastew.wilkinsons.com/2025/01/the-...

The snow has stopped in Atlanta ... for now. Families are emerging from their homes and creating effigies to mollify the angry weather gods. Perhaps we will survive to fight another day.