LightCounting Publishes October 2025 Ethernet, InfiniBand, and Optical Switches for Cloud Data Centers Report

October was a busy month, between the OCP Global Summit and being the lead author on the LightCounting switch report. The new report adds another level of granularity to the scale-up switch forecast, which incorporates NVLink, UALink, Scale-Up Ethernet (SUE), and non-Nvidia proprietary interconnects. There are many other changes to the report, including revisions to the methodology for the co-packaged optics (CPO) forecast.

The newsletter summary is freely available:

Co-packaged Optics Grow the Scale-out Switch Pie

Source: Wheeler's Network


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