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    Sizing up the top 2024 M&A deals

    Dec. 30, 2024
    Service providers and vendors alike continued to make acquisitions and mergers in 2024 to scale their businesses and fill in product gaps.
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    AI demands drive 51.2 Tbps chips forecast to surpass $2B

    Nov. 7, 2024
    LightCounting revised its Ethernet, InfiniBand, and optical switches for cloud data centers report.
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    Large-scale AI clusters fuel optical transceiver growth

    Nov. 5, 2024
    A new Dell’Oro Group report forecasts several million transceivers will ship in five years.
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    Infinera to secure up to $93M in CHIPS Act Funding

    Oct. 17, 2024
    The optical vendor will use the funding to ramp up product lines for U.S. service provider networks and accommodate the growth of AI.
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    Ekinops Q3 2024 marks return to growth, but slow carrier spending patterns remain a challenge

    Oct. 16, 2024
    The vendor saw sequential gains in access, optical transport, software, and services.
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    From AT&T to Ciena: Tracking optical earnings in Q3 2024

    Oct. 15, 2024
    The third-quarter 2024 earnings reporting season has begun, and Lightwave+BTR is tracking how key players in the optical networking industry segment performed.