Industry Analysis · Weekly
Weekly analysis on DWDM, IP transit, submarine cables, peering, and telecom regulation — written for carrier, ISP and enterprise network decision-makers. Curated by the Sofia Connect team.
LightCounting now expects 800G optical transceiver shipments to more than double in 2026, with 1.6T sales surpassing $2 billion for the first time. For regional carriers, this is the year when the cost-per-bit math for second-generation coherent flips.
Sparkle's MoU with NaiTel and iLevant to extend the GreenMed system into Jordan ties an EU-funded subsea corridor directly into the India–Middle East–Europe Economic Corridor. For SEE carriers, this changes how Europe–Asia traffic will be priced and routed by the late 2020s.
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