Uploaded December 2025 | Updated September 2026, 1 week ago

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In this episode, Mike Connaughton sits down with Vladimir Kozlov, the founder and CEO of LightCounting Market Research. They discuss some of the developing optical trends attributed to the growth of AI clusters, and challenges predicting trends in a fast-moving industry. They touch on:
• Transceivers and the current uncertainty surrounding trade and the business climate
• The power efficiency requirements driving new approaches to optics and connectivity
• Examples of AI applications that generate revenue now and in the future
• Forecasting in a constantly changing world