by Chris DePuy, 650 Group / September 24, 2026 This week, Meta, NEC, and Sumitomo Electric announced Petal, the first commercial petabit-class transoceanic submarine cable system, linking the US and France across roughly 7,000 km with service expected in 2029. Meta calls it the first multi-core fiber cable deployed at… Read More »Meta’s Petal Subsea Cable Doubles Transatlantic Capacity with Multi-Core Fiber
Data Center Interconnect, Scale Across and Scale Out Drive This Market Incline Village, NV. Sept. 9, 2026 — In a newly released forecast, 650 Group projects the Coherent Lite market will surpass 10 million units within the next three to five years. We expect that there will be multiple drivers… Read More »Coherent Lite Market Expected to Top 10 Million Units in 3-5 Years
Following Nokia’s Acquisition of Infinera, Four Vendors Represent the Vast Majority of Revenues Incline Village, NV. May 20, 2025 — In a newly released report, 650 Group highlights that the 1Q25 Optical Transport Equipment market experienced a single-digit decline compared to year-ago revenues. The top five vendors in 1Q’25 included… Read More »Optical Transport Equipment Market Experienced Modest Year-Over-Year Decline in 1Q’25
Leading Vendors Experiencing Growth Included Ciena, Infinera, Nokia, and ZTE PORTOLA VALLEY, Calif., March 17, 2020 -A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Optical Transport Network market revenues increased 5% Y/Y in 4Q19. Revenues… Read More »OPtical network revenues grow 5% y/y as hyperscaler customers lead growth
Data Center Summit, technical sessions, plenary speakers and exhibitor announcements will focus on data center network innovations SAN DIEGO — As data center traffic grows exponentially from cloud computing and applications including Artificial Intelligence (AI), data science and Internet of Things (IoT), the data center landscape is changing rapidly. OFC 2019, 3-7… Read More »OFC 2019 to Showcase Optical Innovations in Data Center Networks for Key Business Areas
We attended the #OFC18 show and found the major theme to be the emergence of 400 Gbps modules. The next most noteworthy theme, we though, was that made by a single company, Nokia, which made its PSE-3 engine announcement. Juniper also caused a buzz with the introduction of its ACX6360… Read More »OFC 2018 Theme: 400 Gbps
The market is in a period of rapid adoption of higher speeds led by the hypserscalers. The industry used 2016 and 2017 to adopt 25 Gbps and 100 Gbps port speeds based on 25 Gbps SERDES technology. As we enter 2018, those same hyperscalers are about to adopt 50 Gbps,… Read More »100 Gbps Serial at OIF, the Stepping Stone Beyond 400 Gbps
We attended the Deutsche Bank Tech conference this week and met with a ton of companies. It is always interesting to see the difference in questions from investors vs. those directly in the industry. During the conference, each company put spin and had different definitions of Data Center Interconnect (DCI)… Read More »Cloud and DCI – Vendors with Different Definitions talk up DCI at Deutsche Bank Tech Conference
