OFC 2024 industry reflections: Final part

In the final part, Chris Cole, Ranovus' Hojjat Salemi, and Infinera's Harald Bock share their thoughts about the revent OFC show. 

Chris Cole, Consultant

OFC and optics were back with a vengeance. The high level of excitement and participation in the technical and exhibit programmes was fueled by artifical intelligence/ machine learning (AI/ML). To moderate this exuberance, a few reality checks are offered.

During the Optica Executive Forum, held on the Monday, one of the panels was with optics industry CEOs. They were asked if AI/ML is a bubble, and all five said no. They are right that there is a real, dramatic increase in optics demand driven by AI/ML, with solid projections showing exponential growth.

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