Cignal AI

We've shipped our OFC show report cignal.ai/2026/03/ofc-20… - CPO is Imminent - New MSAs - Coherent Lite Lives – Google, TPUv9, OCS - Optical Circuit Switching Accelerates - ELSFPs - Broadcom Ushers in 400G - Pluggable Coherent - Multi-Rail Line Systems - Full-Band Transponders

Acacia’s Tom Williams will be kicking off @CignalAI's 3-Day Active Insight Strategy Forum on 3/10. His presentation is titled “How Optical Interconnects and Client Optics Components are Driving AI Networking Expansion.” spr.ly/6012B66n3w

Join the webinar “How Lasers for CPO are Rewriting the Datacenter Energy Equation” with @Lumentum’s Sri Venkat at the @CignalAI Active Insight Strategy Forum. 🗓️ Tuesday, March 10 @ 12:15 pm ET 💻 Register: bit.ly/4lnvVZA 🔗 Upcoming events: bit.ly/3Pk62O8

TOMORROW. Register Now.

Register now for our Active Insight Strategy Forum. Some important notes: - The event is free for everyone - A call for proposals was sent out to over 5,000 people - 15-min format will be half ppt, half fireside chat

Gear up for OFC with focused perspectives from optical industry leaders discussing technology strategy, tradeoffs, and how the future is being shaped now. Register for the free, online 3-day event now.

Full release here: cignal.ai/2026/02/google…

Google’s AI Buildout Drives Higher Optical Circuit Switching Forecast The updated forecast incorporates the latest estimates of unit pricing and Google’s TPU deployments and associated OCS requirements, leading to significantly higher expectations for OCS demand in 2025-2026.

We've summarized our most recent coherent port shipment, forecast, and pricing data in a new Active Insight report. Read the release here: cignal.ai/2026/01/800zrx…

400ZRx is now the most widely adopted coherent technology to date, and 800ZRx is on track to surpass it as hyperscalers deploy this faster speed to support DCI and scale-across AI interconnect.

Full Release: cignal.ai/2026/01/optica…

@InnoLightTech leads 800GbE module shipments but the gap is narrowing with @eoptolink , @CoherentCorp , and @nvidia . @MarvellTech and @AcaciaComms remain the leaders in 400ZRx with movement likely as Ciena and Nokia begin shipments of 800ZRx.

Full Press release: cignal.ai/2026/01/optica…

AI-driven datacenter and transport builds will push the optical components market revenue to a record high in 2025, with datacom revenue forecast to exceed $18 billion and coherent module revenue to reach nearly $6 billion.

Press Release: cignal.ai/2025/12/optica…

Optical Circuit Switching Market to Exceed $2.5B in 2029 - OCS Becoming a Foundational Technology for Datacenters Historical spending estimates and the market forecast have each been revised upward since the previous OCS report (Jan 2025).

Marvell Technology Bets Big on CPO - The one thing that companies like Celestial AI lacked is a strong partnership with an ASIC company committed to developing and deploying their technology. Celestial has now secured that partner in Marvell. #marvell-bets-big-on-cpo" target="_blank" rel="nofollow noopener">cignal.ai/2025/12/3q25-v…