@CignalAI

Modern Market Research for Networking Communications

 Boston, MA
cignal.ai/
Joined November 2015
  • Tweets441
  • Following108
  • Followers801
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SCALE ACROSS - NEW REPORT Scale-across is lifting the whole optical transport market. Cignal AI has raised its optical transport hardware forecast to a 14% CAGR from 2025 to 2030, up from 9%. Most of the increase comes from scale-across line systems.
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Our new report, Scale-Across: Sizing the Optical Layer for Distributed AI, puts scale-across optical spending at more than $9B in 2030 and more than $24B cumulatively from 2026 through 2030. cignal.ai/2026/10/scale-acro…
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Our ECOC 2026 Show Report is Out! CPO skepticism NPO market hard to pin down Marvell demonstrates 1600ZR Coherent Lite continues its slow roll Multiple 400G PAM-4 demos OCS outlook firmly supported 1.6T Datacom front end favoring SiPho cignal.ai/2026/09/ecoc-2026-…
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Cignal AI retweeted
Andrew Schmitt
@aschmittSep 15
This Friday. Free for everyone. ONE SLIDE MAX. Join Cignal AI Analysts in a Discussion with Executives from Across the Optical Industry. Free to propose a topic, free to present, and free to attend, this forum is a meant to be a conversation with companies in different parts and development stages of the optical supply chain. Register here: cignal.ai/2026/09/active-ins…
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Tomorrow! 1:1 Discussions! One slide max!
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cignal.ai/2026/09/active-ins…
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Cignal AI retweeted
Lumentum@LumentumSep 16
@Lumentum’s Szilard Zsigmond is joining industry leaders at @CignalAI’s Active Insight Forum. Szilard’s session will discuss the growing role of OCS across various markets and applications. 📅 Friday, Sept. 18, 2026 | 11:00 a.m. – 1:00 p.m. ET Register: bit.ly/3UNr0Ig
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Cignal AI retweeted
Ciena
@CienaSep 16
Join us at the @CignalAI Active Insight Forum on September 18 at 12:15pm ET, as Ciena’s Dan Harding shares insights in his session, “How the Open CPX MSA enables a new generation of data center networks”. Register for the full event here: bit.ly/4rjsMNw
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Next week - Scale Across: Building the Optical Layer for Distributed AI. Join experts from @Cisco @CoherentCorp to learn how components, hardware and network design are evolving to meet the challenges of scale-across and traditional DCI demand. cignal.ai/2026/08/scale-acro…

Scale Across: Building the Optical Layer for Distributed AI - Cignal AI

Join experts from Cisco and Coherent to learn how components, hardware and network design are evolving to meet the challenges of scale-across and traditional DCI demand.

cignal.ai
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Latest reports: - @nokia Optical up 23% as AI order intake outpaces supply - @AppliedOpto revenue hits record but mid-2027 goal seems unlikely - @Adtran optical up 27% and a record 100ZR order - @tower_semicond SiPho revenue up 270% and here comes NPO cignal.ai/2026/08/2q26-vendo…

2Q26 Vendor Reports and Key Takeaways - Cignal AI

Analysis and opinion on 2Q26 company results.

cignal.ai
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To get ahead of the questions - and to state plainly that Cignal AI does not expect this measure to stick - here is what we think: cignal.ai/2026/08/fcc-ban-on…
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Could hyperscalers switch suppliers without redesigning networks or delaying deployments? Hyperscalers cannot switch suppliers easily, but that is not the real problem. The real problem is that alternative suppliers do not have the ex-China manufacturing capacity.
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How quickly could alternative suppliers expand production? Fabrinet and other contract manufacturers could expand, but the industry is already supply constrained. Fabrinet said as much on its most recent call. It would be years before Fabrinet could ramp and others could ramp.
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Stop emailing and stop calling. We're writing a full breakdown of the Reuters story on banning Chinese optics. What they got wrong, and what we think it means. We need an hour.
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Big week for vendor reports: Hyperscaler capex, AXT and @Lumentum, @ecitelecom, @Corning CPO, @MediaTek 400G/lane! cignal.ai/2026/07/2q26-vendo…
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OCS market forecast just jumped to $8B+ by 2030. The next driver after Google's TPUs is the emerging GPU scale-up opportunity in Nvidia networks (Rubin Ultra NVL576), and the opportunity for SiPho new entrants. cignal.ai/2026/07/ocs-market…
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Reserve your free ECOC spot to join the inaugural morning Market Focus sessions: buff.ly/p9WQQyu
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