| | | | | | | | | | | | A new Dell’Oro report revealed that hyperscalers and AI model developers are expected to sustain strong capex momentum in 2026. |
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| | | | | | | | The company notes that it can use its fiber infrastructure to capitalize on the unprecedented demand from hyperscalers. |
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| | | | | | | | The optical vendor, which is growing its backlog, sees itself as at the beginning of a long race. |
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| | | | | | | | The new pact enhances the high-capacity fiber footprint with new on-net presence at Flexential data centers in Dallas and Plano, Texas, and Minneapolis–St. Paul, Minnesota. |
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| | | | | | | | In the third and final episode of the OFC 2026 show daily podcast, we are tracking key trends during the show. |
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| | | | | | | | Led by co-founders AMD, Broadcom, Meta, Microsoft, NVIDIA, and OpenAI, the new MSA has set a goal of creating a multi-vendor supply chain for optical scale-up interconnects. |
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| | | | | | Sponsored | | This panel will examine evolving optical technologies enabling this unprecedented growth, from advanced coherent optical engines to innovations in direct detect technologies such as linear pluggable optics (LPO) and co-packed optics (CPO). |
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| | | | | | Sponsored | | This webinar explores how modern network architectures can maintain performance, reliability, and scalability, even when operators face constraints in U.S.‑sourced fiber, terminals, connectors, and other critical optical components. |
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| | | | | | Sponsored | | Gain valuable insights from industry experts and get your questions answered in real time. Register now! |
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