LW Friday Five Exclusive - May 17th, 2024
 
 
LW Friday Five Exclusive | View online
 
May 17, 2024
As the first quarter earnings season winds down, the critical issue is the search for new growth lines. Infinera expects business conditions to normalize in the back half of the year while Lumentum sees potential in data centers and Cogent eyes new wavelength opportunities. Lightwave Editor-in-Chief Sean Buckley breaks it down in this week's Friday...
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The proposal will require data center providers to abide by power requirements before power utilities extend service to their sites.
The research firm’s report updates its market forecasts for co-packaged optics modules.
The service provider is building more sites and developing processes to enhance provisioning timelines.
The company is ramping up its manufacturing capabilities to meet this growing industry demand.
The company anticipates revenue to pick up in the second half of the year as shipments increase.