Petal puts multi-core fibre on the transatlantic timetable
Meta's Petal targets 1 Pbps between the US and France in 2029. The important shift is not the headline number, but multi-core fibre moving into a commercial cable.
6 min read
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DWDM
3 insights in this category.
The neocloud belt goes east, and the bandwidth bill lands here
Firebird opens in Armenia. HUMAIN switches on in Saudi Arabia. Nebius doubles down in Israel. The AI campuses are landing between Yerevan and Riyadh, and the question is who carries their traffic to Frankfurt.
10 min read
800G coherent ships, 1.6T enters the deployment window
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.
4 min read