2026– date –
-
Coherent Optical Transceiver Market Accelerates Shift to 800ZR/ZR+ and 1.6T Pluggable Solutions Driven by AI and Cloud Demand
C-LIGHT China Overview The coherent optical transceiver market is rapidly transitioning towards higher-speed 800ZR/ZR+ and 1.6T pluggable solutions, fueled by the expansive growth of AI infrastructure and cloud services. This shift manda... -
Intel and Ayar Labs Propel 224Gbps+ Scale-Up with Co-Packaged Optics, Extending NVIDIA NVLink
Silicon Co-Design USA Overview Co-Packaged Optics (CPO) technology is enabling 224Gbps+ scale-up interconnects, with Intel pursuing a truly integrated approach via its Optical Compute Interconnect (OCI) that heterogeneously integrates In... -
NTT West Expands “All-Photonics Connect powered by IOWN” Service Across Western Japan to Bolster AIOWN Infrastructure
ASCII Japan Overview NTT West is set to expand its "All-Photonics Connect powered by IOWN" Type 3 and Type 4 services across the entire western Japan region, beginning with Hokuriku in September 2027 and Shikoku in January 2028. This exp... -
Linear Pluggable Optics (LPO) Redefines FEC Implementation, Reducing DSP Dependence in High-Speed Optical Networks
C-LIGHT China Overview Linear Pluggable Optics (LPO) significantly reduces or eliminates conventional Digital Signal Processor (DSP) functionality from optical modules, shifting signal processing responsibilities to the host system. Whil... -
NVIDIA Adopts Hybrid Copper-Optics Strategy for AI Factories, NVLink 6 Connects 72 GPUs with Multi-Layer Resiliency
Elliot's Musings USA Overview NVIDIA is implementing a hybrid interconnect strategy for its AI factories, utilizing both extensive copper cabling for NVLink to connect 72 GPUs and developing integrated optical engines closer to switching... -
NPO Consortium Establishes International Standards for Near-Packaged Optics; Huawei Unveils 7.2T Product
Computer Weekly UK Overview An NPO Standards Industry Summit has achieved consensus on international standards for Near-Packaged Optics (NPO), laying the groundwork for widespread commercial adoption and industry upgrades in AI infrastru... -
EV Group Solves Co-packaged Optics Manufacturing Challenges with Wafer Bonding and Nanoimprint for High-Density Integration
Quality Digest USA Overview EV Group (EVG) is addressing critical manufacturing challenges for Co-packaged Optics (CPO), which integrates Photonic Integrated Circuits (PICs), lasers, and optical structures within a single package. EVG's ... -
Huawei Unveils 7.2Tbps Near-Packaged Optics Module and Establishes China’s First NPO MSA, Challenging NVIDIA and Broadcom’s CPO Push
TrendForce China Overview Huawei has unveiled a 7.2Tbps Near-Packaged Optics (NPO) module and launched the "OPEN NPO" initiative, establishing China's first NPO optical interconnect Multi-Source Agreement (MSA), directly challenging the ... -
CIOE 2026: 1.6T Optical Transceiver Orders Extend into 2027, Supply Capacity Dictates Market Leadership
Optics (FundaAI) USA Overview At CIOE 2026, it was revealed that 1.6T optical transceiver orders and production schedules are extending into 2027 due to rapidly increasing demand. Leading suppliers like InnoLight, Eoptolink, Coherent, an... -
FS Unveils 1.6T Scale-Out Optics with 500 km Coherent Modules for AI Fabrics, Validated on NVIDIA Quantum-X800
StorageReview.com USA Overview FS has introduced a new AI optics portfolio featuring 1.6T scale-out transceivers for GPU cluster links and 500 km coherent modules for inter-site connections. The 1.6T OSFP-DR8-1.6T and OSFP-2FR4-1.6T modu...
