ICYMI from OFC 2022:
Andrew Schmitt, founder and directing analyst at Cignal AI, discusses how advanced computing requirements from machine learning and AI are driving the need for co-packaged optics. He also talks about the possibility that the 400ZR market is suddenly becoming fragmented and why there was not a singularly huge, market-moving announcement at OFC this year. This interview was recorded on March 9 at OFC 2022 in San Diego.
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