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Cignal AI›
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Cignal AI

Cignal AI provides practitioner-led subscription research on networking hardware for operators, vendors, startups and investors.

Boston, MA, US🇺🇸
Founded
2016
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Latest News About Cignal AI

Cignal AI says hyperscaler investment is “radically” reshaping the optical components market

lightwaveonline.com

Cignal AI says hyperscaler investment is “radically” reshaping the optical components market

The research firm pointed to gains in both datacom optical component and telecom optical component revenue.

Jun 30, 2026

Co-packaged optics deployments will start in 2026, says Cignal AI

lightwaveonline.com

Co-packaged optics deployments will start in 2026, says Cignal AI

The research firm notes hyperscalers will conduct early deployments.

Mar 20, 2025

Optical network market, led by compact modular systems, up 7% in 3Q20: Cignal AI

lightwaveonline.com

Optical network market, led by compact modular systems, up 7% in 3Q20: Cignal AI

Meanwhile, interest in 400ZR pluggable optical modules is growing so fast that sales threaten to outstrip supply.

Jan 21, 2021

Cignal AI: 400ZR demand is outstripping supply

Light Reading

Cignal AI: 400ZR demand is outstripping supply

Good news for Acacia as pluggable modules grow in popularity.

Jan 20, 2021

Cloud and colo optical hardware spending up 50% in Q1 in North America—report

Fierce Network

Cloud and colo optical hardware spending up 50% in Q1 in North America—report

The optical communications hardware market continues to surge thanks to spending by cloud and colocation operators, according to a report...

Jul 24, 2019