Scott Wilkinson
@scottwilkinsonq.bsky.social
Lead analyst at Cignal AI, located in beautiful Dunwoody, GA. Telecommunications, fiber optics, data center, coherent, et. al.
In Cignal AI’s latest Transport Hardware report, we finally say goodbye to SONET/SDH. It’s been a great run. I started my career with OC-12 and OC-48.
June 5, 2025 at 7:24 PM
In Cignal AI’s latest Transport Hardware report, we finally say goodbye to SONET/SDH. It’s been a great run. I started my career with OC-12 and OC-48.
All of the recorded floor sessions from #OFC25 are now available online. If you attended and were unable to see all of the programming, here's your chance to get caught up.
www.ofcconference.org/en-us/home/s...
www.ofcconference.org/en-us/home/s...
Schedule | OFC
www.ofcconference.org
June 2, 2025 at 5:49 PM
All of the recorded floor sessions from #OFC25 are now available online. If you attended and were unable to see all of the programming, here's your chance to get caught up.
www.ofcconference.org/en-us/home/s...
www.ofcconference.org/en-us/home/s...
Ciena Vectors is an opportunity for customers to visit the company’s R&D labs in Ottawa for technical demonstrations and updates from the engineering team. Our report:
-Coherent Lite
-448G PAM-4 DSP
-WaveLogic and Waveserver Roadmap
-Line Systems
-Routing
-R&D and OCS
cignal.ai/2025/05/cien...
-Coherent Lite
-448G PAM-4 DSP
-WaveLogic and Waveserver Roadmap
-Line Systems
-Routing
-R&D and OCS
cignal.ai/2025/05/cien...
Ciena Vectors 2025 - Cignal AI
A Focus on Line Systems and Components
cignal.ai
May 29, 2025 at 12:43 AM
Ciena Vectors is an opportunity for customers to visit the company’s R&D labs in Ottawa for technical demonstrations and updates from the engineering team. Our report:
-Coherent Lite
-448G PAM-4 DSP
-WaveLogic and Waveserver Roadmap
-Line Systems
-Routing
-R&D and OCS
cignal.ai/2025/05/cien...
-Coherent Lite
-448G PAM-4 DSP
-WaveLogic and Waveserver Roadmap
-Line Systems
-Routing
-R&D and OCS
cignal.ai/2025/05/cien...
Cignal AI’s 1Q25 vendor report for Coherent Corp. posted this week. Datacom business is continuing to be the growth engine for the company while telecom recovers - and the tariff impact is expected to be minimal. cignal.ai/2025/05/cohe...
Coherent 1Q25 Vendor Summary Report - Cignal AI
Datacom is driving growth as telecom recovers, and the tariff impact is expected to be minimal.
cignal.ai
May 23, 2025 at 10:34 PM
Cignal AI’s 1Q25 vendor report for Coherent Corp. posted this week. Datacom business is continuing to be the growth engine for the company while telecom recovers - and the tariff impact is expected to be minimal. cignal.ai/2025/05/cohe...
Cignal AI’s Tracking the Coherent DSP Supply Chain – Uncovering who uses which DSP, and which DSP vendors ship the most volume. One of our most popular reports. cignal.ai/2025/05/trac...
Tracking the Coherent DSP Supply Chain - 2025 - Cignal AI
Uncovering who uses which DSP, and which DSP vendors ship the most volume.
cignal.ai
May 21, 2025 at 9:37 AM
Cignal AI’s Tracking the Coherent DSP Supply Chain – Uncovering who uses which DSP, and which DSP vendors ship the most volume. One of our most popular reports. cignal.ai/2025/05/trac...
Cignal AI’s Nokia 1Q25 Vendor Summary Report - It closes the Infinera acquisition and sees significant YoY growth in both IP and Optical. cignal.ai/2025/05/noki...
Nokia 1Q25 Vendor Summary Report - Cignal AI
Nokia closes the Infinera acquisition and sees significant YoY growth in both IP and Optical.
cignal.ai
May 21, 2025 at 9:34 AM
Cignal AI’s Nokia 1Q25 Vendor Summary Report - It closes the Infinera acquisition and sees significant YoY growth in both IP and Optical. cignal.ai/2025/05/noki...
I'm looking forward to seeing everyone at #OFC25 next week. It promises to be overwhelming and exhausting.
I'll be speaking Tuesday at 2:15 and Thursday at 2:30pm. I hope to hear your intelligent questions. You really don't need to come to both, but feel free to indulge if your schedule permits.
I'll be speaking Tuesday at 2:15 and Thursday at 2:30pm. I hope to hear your intelligent questions. You really don't need to come to both, but feel free to indulge if your schedule permits.
March 28, 2025 at 2:29 PM
I'm looking forward to seeing everyone at #OFC25 next week. It promises to be overwhelming and exhausting.
I'll be speaking Tuesday at 2:15 and Thursday at 2:30pm. I hope to hear your intelligent questions. You really don't need to come to both, but feel free to indulge if your schedule permits.
I'll be speaking Tuesday at 2:15 and Thursday at 2:30pm. I hope to hear your intelligent questions. You really don't need to come to both, but feel free to indulge if your schedule permits.
Join experts from Arista Networks, Lumentum, Marvell Technology, and Semtech as they discuss the latest advancements in 1.6T optical transceivers and ongoing efforts to enable 3.2T connectivity.
cignal.ai/2025/03/low-...
cignal.ai/2025/03/low-...
Low-Power 1.6T Datacom Transceivers and the Path to 3.2T - Cignal AI
Join experts from Arista, Lumentum, Marvell, and Semtech as they discuss the latest advancements in 1.6T optical transceivers and ongoing efforts to enable 3.2T connectivity.
cignal.ai
March 7, 2025 at 6:07 PM
Join experts from Arista Networks, Lumentum, Marvell Technology, and Semtech as they discuss the latest advancements in 1.6T optical transceivers and ongoing efforts to enable 3.2T connectivity.
cignal.ai/2025/03/low-...
cignal.ai/2025/03/low-...
Following our public editorial two weeks ago, and dozens of discussions with companies throughout the supply chain, we've released our first in-depth report on the state of the CPO market.
cignal.ai/2025/02/co-p...
cignal.ai/2025/02/co-p...
Cignal AI on LinkedIn: Co-Packaged Optics: Inevitable but Not Imminent - Cignal AI
Following our public editorial two weeks ago, and dozens of discussions with companies throughout the supply chain, we've released our first in-depth report on…
www.linkedin.com
February 27, 2025 at 11:21 PM
Following our public editorial two weeks ago, and dozens of discussions with companies throughout the supply chain, we've released our first in-depth report on the state of the CPO market.
cignal.ai/2025/02/co-p...
cignal.ai/2025/02/co-p...
The 21-Word Review: Wallace and Gromit : Vengeance Most Fowl (Netflix) bananastew.wilkinsons.com/2025/02/the-...
The 21-Word Review: Wallace and Gromit : Vengeance Most Fowl (Netflix)
I watched it over the holidays with my kids. They are both PhD candidates. What's the point you're trying to make?
bananastew.wilkinsons.com
February 21, 2025 at 1:04 PM
The 21-Word Review: Wallace and Gromit : Vengeance Most Fowl (Netflix) bananastew.wilkinsons.com/2025/02/the-...
For those who have been asking - Infinera is now on the tracker with an impressive 1Tbps over 1391km in a terrestrial North American network trial.
cignal.ai/2024/10/gen1...
cignal.ai/2024/10/gen1...
February 19, 2025 at 6:45 PM
For those who have been asking - Infinera is now on the tracker with an impressive 1Tbps over 1391km in a terrestrial North American network trial.
cignal.ai/2024/10/gen1...
cignal.ai/2024/10/gen1...
I haven't watched it, but you're welcome to.
www.youtube.com/watch?v=gW01...
www.youtube.com/watch?v=gW01...
Datacenter optics - demand explosion and technology acceleration beyond 400G
YouTube video by NANOG
www.youtube.com
February 18, 2025 at 7:00 PM
I haven't watched it, but you're welcome to.
www.youtube.com/watch?v=gW01...
www.youtube.com/watch?v=gW01...
The 21-Word Review: Nosferatu bananastew.wilkinsons.com/2025/01/the-...
The 21-Word Review: Nosferatu
Phipps Plaza Theaters have really upped their game over the years. I'll have to return and see a better movie sometime.
bananastew.wilkinsons.com
February 14, 2025 at 2:26 PM
The 21-Word Review: Nosferatu bananastew.wilkinsons.com/2025/01/the-...
The 21-Word Review: Days Like These by Brian Bilston bananastew.wilkinsons.com/2025/01/the-...
The 21-Word Review: Days Like These by Brian Bilston
I diligently read a poem a day for all of 2024. (OK, I missed a few and had to catch up.)
bananastew.wilkinsons.com
February 12, 2025 at 4:13 PM
The 21-Word Review: Days Like These by Brian Bilston bananastew.wilkinsons.com/2025/01/the-...
AI has been a gold rush for many optical component companies, while others have had trouble catching the wave - to mix metaphors egregiously. cignal.ai/2025/02/data...
Datacom Optics – The AI Winners - Cignal AI
Two years into the AI boom, a look back at the vendors who benefited.
cignal.ai
February 10, 2025 at 8:57 PM
AI has been a gold rush for many optical component companies, while others have had trouble catching the wave - to mix metaphors egregiously. cignal.ai/2025/02/data...
In my Facebook feed this morning …
Old people (my age): Terrible half time show! I didn’t know any of the “songs” and couldn’t understand the “words”.
Young people: I counted 15 ways Kendrick dissed Drake. How about you?
Theater people: Why was Costco so empty yesterday?
Old people (my age): Terrible half time show! I didn’t know any of the “songs” and couldn’t understand the “words”.
Young people: I counted 15 ways Kendrick dissed Drake. How about you?
Theater people: Why was Costco so empty yesterday?
February 10, 2025 at 12:33 PM
In my Facebook feed this morning …
Old people (my age): Terrible half time show! I didn’t know any of the “songs” and couldn’t understand the “words”.
Young people: I counted 15 ways Kendrick dissed Drake. How about you?
Theater people: Why was Costco so empty yesterday?
Old people (my age): Terrible half time show! I didn’t know any of the “songs” and couldn’t understand the “words”.
Young people: I counted 15 ways Kendrick dissed Drake. How about you?
Theater people: Why was Costco so empty yesterday?
The 21-Word Review: Lift (Netflix) bananastew.wilkinsons.com/2025/01/the-...
The 21-Word Review: Lift (Netflix)
Kevin Hart's not a bad action movie star, it's just not what I expect. But ok - it's a decent heist movie.
bananastew.wilkinsons.com
February 7, 2025 at 3:27 PM
The 21-Word Review: Lift (Netflix) bananastew.wilkinsons.com/2025/01/the-...
I hear they got a pretty good analyst speaker for this one.
Save the date! The #OIF 448Gbps Signaling for #AI Workshop is happening April 15-16, 2025, in Santa Clara, CA. Co-sponsored by @ethernetalliance.bsky.social, this event will tackle next-generation challenges of high-speed #interconnects. Learn more now at: bit.ly/448GbpsSigna... #Ethernet #signaling
February 5, 2025 at 7:22 PM
I hear they got a pretty good analyst speaker for this one.
Free Report! Coherent Optics: It's a Pluggable World.
Coherent pluggable optics were responsible for 100% of the growth in shipped bandwidth in 2024 and will account for most of the future growth.
#telecommunications @cignalai.bsky.social #coherent #optics
cignal.ai/2025/02/cohe...
Coherent pluggable optics were responsible for 100% of the growth in shipped bandwidth in 2024 and will account for most of the future growth.
#telecommunications @cignalai.bsky.social #coherent #optics
cignal.ai/2025/02/cohe...
Coherent Optics: It’s a Pluggable World - Cignal AI
Coherent pluggable optics were responsible for 100% of telecom bandwidth growth in 2024 and will account for most of the future growth.
cignal.ai
February 5, 2025 at 7:18 PM
Free Report! Coherent Optics: It's a Pluggable World.
Coherent pluggable optics were responsible for 100% of the growth in shipped bandwidth in 2024 and will account for most of the future growth.
#telecommunications @cignalai.bsky.social #coherent #optics
cignal.ai/2025/02/cohe...
Coherent pluggable optics were responsible for 100% of the growth in shipped bandwidth in 2024 and will account for most of the future growth.
#telecommunications @cignalai.bsky.social #coherent #optics
cignal.ai/2025/02/cohe...
The 21-Word Review: Subservience (Netflix) bananastew.wilkinsons.com/2025/01/the-...
The 21-Word Review: Subservience (Netflix)
Because of course if you make a robot to help with childcare while your wife is sick, you make Megan Fox.
bananastew.wilkinsons.com
January 23, 2025 at 5:00 PM
The 21-Word Review: Subservience (Netflix) bananastew.wilkinsons.com/2025/01/the-...
OPTICAL STARTUP UPDATE
Additions: Akhetonics Alcyon Casela Dream Enablence Enlightra Enosemi Innolume Inpho Lightelligence Lightium LightSpeed LightSolver Lightwave Logic LioniX Lumilens NcodiN Neurophos Nexus Photonics Omniva Polariton Quintessent Rapid Photonics Salience
cignal.ai/2025/01/opti...
Additions: Akhetonics Alcyon Casela Dream Enablence Enlightra Enosemi Innolume Inpho Lightelligence Lightium LightSpeed LightSolver Lightwave Logic LioniX Lumilens NcodiN Neurophos Nexus Photonics Omniva Polariton Quintessent Rapid Photonics Salience
cignal.ai/2025/01/opti...
Optical Component Startup Tracker - Cignal AI
Updated January 17th. The number of venture-backed optical component startups has exploded - the Optical Component Start-Up Tracker identifies these companies and their value propositions.
cignal.ai
January 20, 2025 at 6:58 PM
OPTICAL STARTUP UPDATE
Additions: Akhetonics Alcyon Casela Dream Enablence Enlightra Enosemi Innolume Inpho Lightelligence Lightium LightSpeed LightSolver Lightwave Logic LioniX Lumilens NcodiN Neurophos Nexus Photonics Omniva Polariton Quintessent Rapid Photonics Salience
cignal.ai/2025/01/opti...
Additions: Akhetonics Alcyon Casela Dream Enablence Enlightra Enosemi Innolume Inpho Lightelligence Lightium LightSpeed LightSolver Lightwave Logic LioniX Lumilens NcodiN Neurophos Nexus Photonics Omniva Polariton Quintessent Rapid Photonics Salience
cignal.ai/2025/01/opti...