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Components
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Cignal AI says hyperscaler investment is “radically” reshaping the optical components market
The research firm pointed to gains in both datacom optical component and telecom optical component revenue.
June 30, 2026
Dreamstime
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VIAVI targets the scale-out and scale-up Ultra Ethernet Transport testing opportunity
June 30, 2026
www.lumentum.com
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Lumentum’s CEO says scale-across data center interconnection is a significant opportunity
June 25, 2026
www.cisco.com
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Cisco’s CEO says Acacia is set to grow 200% in fiscal year 2026
June 23, 2026
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Data Center Interconnect (DCI) demands drive 27% IPoDWDM growth
June 23, 2026
www.corning.com
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Amazon’s agreement with Corning highlights data center fiber demands
June 9, 2026
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Keeping up with production in the face of an 800G ZR/ZR+ pluggable surge
May 26, 2026
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DCI pushes optical demand to grow 16% in 2026
May 26, 2026
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PODCAST: CIR’s Lawrence Gasman on CPO and quantum computing potential
Broadband Pulse
May 12, 2026
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PODCAST: Phononic on balancing power, cooling demands to meet insatiable AI demands
Broadband Pulse
April 28, 2026
www.fiberbroadband.org
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How AI is creating new intersecting opportunity points for fiber
April 28, 2026
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Cable meets fiber: Sharing one roof under vBNG
How Fixed Access Network Sharing (FANS) + SRv6 can create a programmable, multi-tenant access framework for the next decade of services.
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Why modular, scalable passive fiber infrastructure beats “one size fits all”
Having an arsenal of swappable building blocks that allow for continued scaling as a service provider's subscriber base grows can keep fiber operational costs in check.
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