In August 2018, fibeReality published the article: “Co-Packaged Optics on Trial,” in which we offered this summary judgement: “It is not hard to see why…
Category: Data Centers
Ciena Decides to Hit Back on 400ZR Impact
“As Mike Tyson said, ‘Everybody has got a plan until they get a punch in the face.’” Rob Keys, Senior Director Optical Transmission, Ciena at…
25G Laser Shortage
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…
II-VI & Lumentum: Struggle for Horizontal Integration Supremacy
A little over a year ago, this writer made a presentation to an audience of mainly CTOs and CEOs that the maturation of the traditional…
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…
Cisco and Marvell/Inphi: 400ZR as Microcosm for Future Strategies
When fibeReality published its report on 400ZR in June 2020, we were clearly on the low end of the forecasts in the industry. Nevertheless, as…
Microsoft/Facebook Will Never Deploy Co-Packaged Optics as Defined
Co-Packaged Optics (CPO) is a serious risk to the well-being of the photonics industry, which can ill-afford the expenditure of such valuable resources. The concept…
Infinera: Potential for Exit by Chip Firm Buyout
fibeRealty has speculated in the past about Infinera doing a spinoff of its DSP/PIC combination. However, given the current intensity in the consolidation of semiconductor…
Battling False Narratives on 5G
fibeReality has close to 5,000 followers on LinkedIn. It may be difficult to find other research firm specialists focussing on optics and wireless that can…
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…