AI boom breathes new life into optics for the data center

Heavy Reading's Sterling Perrin joined the podcast to discuss the optical networking industry's opportunity to cash in on the AI boom in the data center.

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Kelsey Ziser, Phil Harveyand 1 more

May 6, 2024

At a Glance

  • AI creates new opportunities for optical market in the data center (02:39)
  • What's driving the demand for linear pluggable optics, or LPOs (06:26)
  • Will service providers' voices be marginalized in optical equipment development? (16:03)

Like a spring rain, the allure of fresh opportunities for the optical networking market to support AI workloads in the data center brought new life to this year's OFC Conference in San Diego. Heavy Reading Senior Principal Analyst Sterling Perrin joined the podcast to discuss why AI in the data center was the main focus of this year's event. 

Perrin also discussed optical developments at the edge of the network, energy use challenges within the data center and highlights from the OIF Forum's demo at OFC.

Click on the caption button for a lightly edited transcript. 

Here are a few topics we covered:

  • Why the mood at OFC was so enthusiastic (01:44)

  • AI creates new opportunities for optical market in the data center (02:39)

  • Impact of data center buildout for service providers focused on the edge network (03:16)

  • What's driving the demand for linear pluggable optics, or LPOs (06:26)

  • Challenges GPUs present to managing energy use in the data center (10:46)

  • Will service providers' voices be marginalized in optical equipment development? (16:03)

  • As 400ZR ramps up, 800ZR and 1.6Tbit/s optical generations are being built out in parallel (17:42)

  • Highlights from the OIF Forum demo at OFC (20:35)

Read more about:

AI

About the Author(s)

Kelsey Ziser

Senior Editor, Light Reading

Kelsey is a senior editor at Light Reading, co-host of the Light Reading podcast, and host of the "What's the story?" podcast.

Her interest in the telecom world started with a PR position at Connect2 Communications, which led to a communications role at the FREEDM Systems Center, a smart grid research lab at N.C. State University. There, she orchestrated their webinar program across college campuses and covered research projects such as the center's smart solid-state transformer.

Kelsey enjoys reading four (or 12) books at once, watching movies about space travel, crafting and (hoarding) houseplants.

Kelsey is based in Raleigh, N.C.

Phil Harvey

Editor-in-Chief, Light Reading

Phil Harvey has been a Light Reading writer and editor for more than 18 years combined. He began his second tour as the site's chief editor in April 2020.

His interest in speed and scale means he often covers optical networking and the foundational technologies powering the modern Internet.

Harvey covered networking, Internet infrastructure and dot-com mania in the late 90s for Silicon Valley magazines like UPSIDE and Red Herring before joining Light Reading (for the first time) in late 2000.

After moving to the Republic of Texas, Harvey spent eight years as a contributing tech writer for D CEO magazine, producing columns about tech advances in everything from supercomputing to cellphone recycling.

Harvey is an avid photographer and camera collector – if you accept that compulsive shopping and "collecting" are the same.

Sterling Perrin

Senior Principal Analyst, Heavy Reading

Sterling has more than 20 years of experience in telecommunications as an industry analyst and journalist. His coverage area at Heavy Reading is optical networking, including packet-optical transport and 5G transport.

Sterling joined Heavy Reading after five years at IDC, where he served as lead optical networks analyst, responsible for the firm’s optical networking subscription research and custom consulting activities. In addition to chairing and moderating many Light Reading events, Sterling is a NGON & DCI World Advisory Board member and past member of OFC’s N5 Market Watch Committee. Sterling is a highly sought-after source among the business and trade press.

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