We have been told that there is going to be a worldwide shortage of 25G lasers in the coming two years, supposedly due to not…
Category: Data Centers
A Kaiam Strategic Partner: Google?
Concerning the recent $35 million announcement by Kaiam of equity funding, our intelligence indicates that one of the two strategic partners is Google. We also think…
Telecom Analytics With Bad Data?
On the landline side, the incumbent service providers have been notoriously lousy at record keeping. There are still in place very antiquated inventory systems along…
AT&T’s Neutrality Reply a Red Herring
While on the surface, it is commendable that a large player such as AT&T is taking on the US government on net neutrality, its response…
New M&A Types of Players In Optics
In recent weeks, there has been a flurry of acquisition activity with three optical component companies being purchased by non-traditional kinds of acquirers, particularly players…
Data Centers Moving to “Sweat” Shops
What is really happening in the greening of the data center? We are not seeing orders of magnitude reduction of power consumption. We are not seeing…
Cyberattacks: Lower Bandwidth Growth Rates?
Going back to 9/11, there began the realization that an attack on data center infrastructure would make a large corporation the most vulnerable – even…
Another Savior of Data Center MM Fiber?
In addition to the development of longer-distance and higher-speed VCSELs, there is a possibility that in the long term, polymer waveguide material embedded in electronics…
Surviving in a 10G World
Given that the lion’s share of the discussion in telecom forums is about vaporware, it is not surprising that a lot people in the industry…
Bullish on 850nm VCSELs; Avago Selling VCSEL Components
As we will demonstrate on an OFC 2015 panel, the data center VCSEL market will remain healthy for an extremely long time, especially in terms…
