### @NOK — Confirmed — from the FY2025 annual report and Q1 2026 earnings call
I would say Optical grew twenty percent constant-currency, fifty-six reported once Infinera is included - number two in optical, number one in IP edge routing. Nine of the top ten hyperscalers use our optical, category-level claim, no names disclosed. 800G ZR/ZR+ pluggables shipping today, the San Jose InP fab on track to ramp later this year, one of a few at that scale. The March OFC roadmap - four DSPs, thirteen building-block solutions - samples H1 twenty twenty-seven, volume H2, so much of that portfolio sits in twenty twenty-seven, not the current year.
- tier: Confirmed (✓)
- source: NOK / Optical: the engine of the pivot, and the names it won't give
- receipt: https://ticker.thevixguy.com/p/p-day-20260812-nok-src-nok-optical-hyperscaler-rotation
- posted: 2026-08-12T17:05:06.645Z