AI data centers are jumping from 400G to 800G and 1.6T faster than any previous generation.

In this article, I dive into:

• How DAC, AEC, AOC, and Linear Pluggable Optics (LPO) are reshaping the “war of cables”

Amphenol $APH, TE Connectivity $TEL, Molex (Private, Koch Industries), Luxshare Precision (SZSE: 002475), Volex PLC (LSE: VLX), Cisco Systems $CSCO, Arista Networks $ANET

• The impact of new OIF / IEEE standards on 112G, 224G, and 1.6T testing

• Why wafer-level Silicon Photonics test is becoming mandatory for CPO

• The key players across the ecosystem:

1- Standards & ecosystems

OIF, IEEE 802.3

2- Test & Measurement / Automation

• Keysight Technologies ($KEYS)

• Anritsu ($6754.T)

• MultiLane (Private)

• EXFO (Private)

• Viavi Solutions ($VIAV)

• Teradyne ($TER)

• ficonTEC (SHE: 300757)

• FormFactor ($FORM)

2- Interconnects, Optics & Silicon

• Coherent ($COHR)

• InnoLight (SHE: 300308)

• Credo Technology ($CRDO)

• POET Technologies ($POET)

• NVIDIA LinkX / NVIDIA ($NVDA)

• Marvell Technology ($MRVL)

If you are working on AI infrastructure, optics, SerDes, or high-speed test, I would be very interested to hear your perspective.