Uploaded February 2025 | Updated September 2026, 1 week ago
Thanks almost entirely to the overwhelming demand from AI builds, the demand for datacenter optics has exploded over the last year. Demand for 400GbE optics is over 3 million a quarter and 800GbE demand is close behind. 1.6TbE optics are coming fast, just waiting for the equipment to be ready to support them. As datacenters run out of space and power, the demand for optical interconnections between sites is driving demand for inter-datacenter optics.
In this presentation, the speaker will cover the current state of the datacom optics market, the forecast for future demand, and technologies that will influence how datacenters are connected by optics, both inside and outside.
Speaker Scott Wilkinson - Cignal AI
Thanks almost entirely to the overwhelming demand from AI builds, the demand for datacenter optics has exploded over the last year. Demand for 400GbE optics is over 3 million a quarter and 800GbE demand is close behind. 1.6TbE optics are coming fast, just waiting for the equipment to be ready to support them. As datacenters run out of space and power, the demand for optical interconnections between sites is driving demand for inter-datacenter optics.
In this presentation, the speaker will cover the current state of the datacom optics market, the forecast for future demand, and technologies that will influence how datacenters are connected by optics, both inside and outside.
Speaker Scott Wilkinson - Cignal AI
