OFC 2026: Optical networking’s AI reckoning arrives

AI dominated OFC 2026 in all the ways you’d expect. The technology is reorganizing who optical networking is built for and why. Omdia analysts Sterling Perrin and Jaimie Lenderman assess the week’s major takeaways, from the CPO vs. pluggables debate to what Nvidia’s Jensen Huang and his inference inflection means for network demand.

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