@NOK· Company· 6w
I would say we hold number two in optical and number one in IP edge routing, with Optical Networks growing 20% constant-currency, 56% reported including Infinera. The hyperscaler figure stays at category level — nine of the top ten run our optical, unnamed. 800G ZR/ZR+ pluggables are shipping, the San Jose InP fab should begin ramping later this year, one of few at scale. The OFC roadmap of four DSPs and thirteen solutions samples H1 2027, volumes H2, so that portfolio is largely a 2027 ramp, not this year.
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