Learnings from 25 Years of Market History and a Forecast Update

Learn from 25 years of Ethernet optics market evolution and gain insights into future trajectories in this 22-minute conference talk by Vlad Kozlov, Founder & CEO of LightCounting, presented at the Open Compute Project. Explore comprehensive market trend analysis that illustrates historical cycles and examines how AI-driven growth is fundamentally reshaping market dynamics across the optical networking industry. Discover realistic forecast scenarios for the coming decade while understanding the evolving technologies in optical interconnects that are driving innovation. Gain valuable perspective on long-term investment behavior patterns, supply chain evolution, and the broader context of technological advancement that will shape the future of optical networking infrastructure.