This report is our summary of the key takeaways and observations from Ciena Vectors 2025. -Coherent Lite -448G PAM-4 DSP -WaveLogic and Waveserver Roadmap -Line Systems -Routing -R&D and OCS cignal.ai/2025/05/ciena-…

Great chart

They're buying the cart at 10x revenue before they buy the horse.

This is a great explanation.

You don’t “finish” tape out. The design is either complete, or it is not.

Btw the guy who said this is worth $50 million and makes $3 million a year. Which is why I’ve chosen to compete with him and not you.

Join experts from Coherent Corp. iPRONICS Lumentum and Telescent to discover how they see OCS technology impacting next-generation datacenter design and architecture. Sign up here: cignal.ai/2025/06/optica…

There's a famous anecdote about the invention of the cellphone: in 1981 McKinsey estimated it'd have a TAM of <1M people, so AT&T exited the market Turns out this anecdote is made up. AT&T's marketing team did claim this, but the engineers just ignored them and launched anyways

Cignal AI is hosting Optical Circuit Switching (OCS) for AI Scaling and Datacenter Automation. Make sure to attend it today. linkedin.com/events/optical…

Source Photonics being sold. Was supposed to IPO. Someone help me understand how a company being acquired can issue convertible debt to the acquiring company.

I always thought it was the AOL-Time Warner merger. Scientists detected the largest-known black hole merger, resulting in a black hole 225 times the mass of the sun wsj.com/science/violen… via The Wall Street Journal

POLE POSITION

We just radically increased our forecast for coherent 800ZR/ZR+ pluggables in 2026. Read why. cignal.ai/2025/07/800g-c…

America's cycling magazine...the Wall Street Journal

To me this is another fail from Intel $INTC. All other Chips act recipients get their money, Intel must give 10% of the company to the gov't to get theirs (+ warrants for another 5%). Despite Intel already investing more in US manufacturing than them all! intc.com/news-events/pr…

“By early next year, the Fed will have spent five years with inflation running above its goal.” Interestingly—and some may say ironically—this quote comes from a WSJ article entitled “Dismal Jobs Report Fuels Expectations of Faster Rate Cuts.” #economy #markets #jobs #inflation

Marcel Boiteux, one of the greatest men of the 20th Century, died two years ago today at the age of 101. He predicted the need for and then executed the construction of France's astonishing nuclear power program. 50+ reactors built in a 20 year period, about twenty times the

We are now in the vendor financing stage of the cycle. reuters.com/business/corew…

10 years ago in Boston history NSFW youtube.com/watch?v=8n2cIe…

This is not a bubble.