Interchip Optics Trend: Evolution Meets Credo's Silicon Photonics Acquisition
- Interchip optical interconnects emerging as transformative fix for bandwidth, latency, energy limits of conventional solutions
- Credo acquires...

Created by Suresh Nair
Technical analysis of optical standards, vendor products, and hyperscaler deployments
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Upcoming IHS report explores opportunities, technologies, and challenges ahead for the metro optical market. Key insights via recent IHS excerpts for industry strategists.
Marvell's co-packaged optics from Celestial AI is positioned as a key enabler of scale-up optical networking for XPU clusters in AI megaclusters, strengthening competitive positioning in hyperscale AI interconnects.
Disordered mosaic metasurfaces integrate 11 optical functions into a single compact device, slashing space vs. traditional ordered designs.
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Huawei's new OSN 9800 M24 Metro MS-OTN product supports all existing metro services, including home broadband, mobile broadband, and High-Quality Leased Lines, targeting multi-service convergence at the IP-optical edge.
New dual-stream architecture in Φ-OTDR fuses raw waveforms with metrologically stable Continuous Wavelet Transform (CWT) to achieve uncertainty minimization, enhancing metrological characterization for fiber sensing applications.
Novel design for metro filterless networks removes costly equipment to cut CapEx, offering architecture implications for access/metro operators.
AI data centers eye 31.6% CAGR to $934B by 2030, pitting ASML's EUV monopoly for HBM/DRAM chips against AAOI's optical interconnects.
Key trend in hyperscale AI optics:
Emerging trend: Meshed architectures guide hyperscale data center design, paired with IOWN's all-photonic WAN for low-latency over 100s of km.
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Ciena's Optical Networking portfolio features a range of products powered by WaveLogic coherent optical technology. Essential overview for tracking vendor roadmaps in optical networking.
Vital resources for engineers spanning the optical stack:
Converged IP and optical domain control is a key operational goal for many CSPs, as Omdia explains through the real-world Ciena-LightRiver case scenario.
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