| To: FJB who wrote (4433) | 3/28/2024 12:12:26 PM | | From: JCnieuwenj | | | | Indeed. The recent run might be because some people notice that INFN seems to be in a good position to benefit from this traffic increase.
About time, all in all, my cost per share is 8.75...
I hang in there, the CCs are well prepared, news are going into the right direction. |
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| To: FJB who wrote (4435) | 4/2/2024 4:20:00 AM | | From: JCnieuwenj | | | | | I wish I could say the same. Still having my position in SQNS, which is now lost money. Glad I could by some more INFN @ 3.20 though. Now my largest position. The volume is especially intriguing... |
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| To: FJB who wrote (4437) | 5/14/2024 2:01:58 AM | | From: FJB | | | | INFINERA MAKES THESE
broadcom.com
Bolstered by the new OIF Implementers Agreement (IA), co-packaged optics now have a much more straightforward adoption path within data centers. Additionally, this new interface standard explicitly created for the age of latency-sensitive traffic, such as that made by the burgeoning AI trend, provides an additional and crucial enabling factor.
www.cir-inc.com
Total CPO market 2022-2028.
In its latest co-packaged optics modules report, CIR forecasts that the market will reach $5.5 billion in 2027, including near-packaged optics (NPO) products.
“CIR sees tremendous potential for co-packaged optics that can begin to be realized in the next two years,” said CIR’s President and the report’s author, Lawrence Gasman. “CPO provides a pathway to 1.6T and beyond.”
A big consumer of CPO will be data centers.
CIR predicts that data centers will generate over $19 billion in aggregate spending on CPO over the 2023-2028 period. The research firm said there will be significant deployment of CPO in the access network, reaching $323 million in access deployments in 2027.
Further, CIR noted that the emerging approach that combines CPO with chiplets represents an “inflection point in the evolution of optical integration.” While this type of optical integration does not yet have a name, CIR said it differs from the approach based on novel materials.
Initially, CPO was seen as a way to protect US firms from Chinese transceiver competitors. CIR noted that the Chinese players have set up a CPO development organization to place CPOs deep in the network. Also, the research firm’s review of technical papers suggests that some of the more prominent Chinese transceiver companies have advanced plans to offer CPO products. |
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| To: JCnieuwenj who wrote (4436) | 5/16/2024 3:00:44 PM | | From: FJB | | | | | I applied several times for a job with Oracle in the same data center I currently work in. Unfortunately, I did not get the job. I would have loved to have seen how they are using all the Infinera gear they had on the dock. Oracle are occupying and building out the rest of the space in the building. I am friends with the person that runs their operations there, and he says some of the employees are not very good, so maybe I will have more opportunities in the future. Most of Oracle's systems are GPU cabinets for generative AI. I think the company that owns the building might have overpromised on the power capacity. There seem to be issues turning up already installed systems. |
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