In sum – what to know $30B opportunity – PhotonLink could add $30 billion to Coherent’s addressable market by 2030, on top of its existing $60 billion portfolio opportunity. Multiple …
Data Center
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Bruno Berti, SVP of global product management at NTT Global Data Centers, told RCR that optical technology by itself will not remove the need for additional fiber as AI traffic …
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Ciena said it has secured supply to support at least 30% revenue growth going into 2027 and believes it has secured enough supply to extend that 30% growth trend through …
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Troy Lupe, chief network officer at Zayo told RCR that the recently announced expanded strategic supply agreement with Corning secures a significant portion of the fiber optic cable it expects …
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AI is triggering a multiyear re-architecture of network infrastructure, says Ciena, driving higher bandwidth demand and making optical connectivity increasingly critical from long-haul networks to data center fabrics, with its …
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Noah Taylor, of AFL, told RCR that the combination of fiber availability and power constraints presents a further challenge for AI infrastructure deployment. In sum – what to know: Traffic …
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Phil Wong, KPMG US technology principal told RCR that fiber networks will face growing pressure as AI inference and agentic workloads create more traffic between cloud infrastructure, AI compute, and …
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Chunghwa said its newly built AI data center in Lunping, Taoyuan, officially began operations during Q2 and is expected to add up to 36MW to its total IDC capacity upon …
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Elisa CEO Topi Manner said the quarter marked the beginning of the company’s large-scale data center connectivity business In sum – what to know: First deals – Elisa signed its …
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Over the past several weeks, SK Telecom, KT, and LG Uplus have each unveiled major initiatives centered on AI infrastructure, underscoring how telecom operators increasingly see AI platforms and digital …
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Advances in optical transport technology are helping operators extract more capacity from existing fiber infrastructure, reckons the analyst firm In sum – what to know: Early stage – AI traffic …
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China’s AI infrastructure plan appears to be part of a broader national infrastructure strategy announced by the Chinese leadership in April this year, says Omdia In sum – what to …
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Speaking during a recent RCR webinar, AFL’s Noah Taylor said that as hyperscalers expand AI deployments, the networks linking data centers are becoming increasingly important alongside the facilities themselves In …
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Corning says fiber demand “is not slowing down anytime soon”, noting that the company has prepared for continued growth and has additional agreements in its pipeline In sum – what …
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Vikram Sinha, chief executive officer of Indosat Ooredoo Hutchison told RCR Wireless News that neocloud services contributed around $35 million in revenue during 2025 In sum – what to know: …
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KT has outlined plans to deepen the company’s AX – or AI transformation – strategy through new AI platforms, enterprise services, and hyper-personalized customer offerings In sum – what to …
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Telenor said the platform will operate from nationally controlled data centers in Norway and will remain separated from commercial global cloud environments In sum – what to know: Sovereign cloud …
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Kannan Raj, architect, Oracle pulled back the curtain on the three dimensions of connectivity that define AI-era networking, and how optical innovation is enabling the globe-spanning AI network fabric One …
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Post-Infinera integration, the Finnish vendor’s growth target is data center interconnect Nokia’s optical pitch this year at OFC was crystalline, more intentional, and landed somewhere between breakthrough and inevitable. A …
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As AI data centers strain land and power resources, hollow core fiber could enable a geographically distributed infrastructure. As the AI race continues to heat up, hollow core fiber (HCF) …
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Density, latency, and real-time data movement are now the make-or-break variables in modern data center design Whether you say “Hey Siri” or ask Alexa to dim the lights, you get …
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The new Nokia switches support both the firm’s SR Linux NOS and open-source SONiC and also are available in liquid- and air-cooled variants In sum – what to know: Doubles …
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Under this new strategy, SK Telecom will expand its Ulsan AI data center to a 1 GW-scale capacity In sum – what to know: Ulsan AIDC expands to 1 GW …
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ZTE said that revenue from computing-related businesses in the period grew by 180% year-on-year, accounting for 25% of total revenue In sum – what to know: Surging segments – Computing-related …
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AI is driving data center interconnect growth The AI era is unleashing a new wave of data center interconnect growth. At a recent industry conference, a leading hyperscale operator revealed …