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WHTop → 📋 News → Cloud Providers to Propel Optical Market to $19B by 2029
Jul, 2025 : Cloud Providers to Propel Optical Market to $19B by 2029
📅 - The optical transport equipment market is poised for a significant resurgence over the next five years, with global revenues expected to climb to $19 billion by 2029, according to a new forecast from industry research firm Dell'Oro Group. This marks a notable turnaround after the sector endured a 9% contraction in 2024, driven by supply gluts and broader economic headwinds.
Dell'Oro's latest five-year forecast, released in July 2025, highlights the critical role cloud service providers will play in driving this rebound, especially as they ramp up investments to meet escalating demand for artificial intelligence (AI) workloads and inter-data center connectivity. The report forecasts a [...][... Check source for end of article ...]
📅 - DoD Cuts China Ties in Cloud After Microsoft Staffing Revelations - The U.S. Department of Defense (DoD) has launched a comprehensive review of its cloud infrastructure following revelations that foreign engineers - specifically those based in China - have had a role in supporting sensitive Pentagon systems. Defense Secretary Pete Hegseth signed off on the two-week audit aimed at eliminating any foreign engagement that could compromise national security.
The move comes in response to a ProPublica investigation that raised alarms over Microsoft's long-standing practice of employing China-based engineers to help maintain DoD cloud and computing systems. The report alleges that these engineers operated under limited oversight by U.S. personnel, despite [...]
📅 - Activate Capital Invests in XNRGY to Boost Data Center Cooling - Activate Capital has announced a strategic investment in XNRGY Climate Systems, a North American leader in sustainable thermal management and liquid cooling technologies. This partnership marks a significant development in the effort to deliver advanced cooling solutions to data centers and other mission-critical infrastructure, particularly as demand for energy-efficient and high-performance systems accelerates.
The investment aligns with Activate's focus on scaling companies that contribute to the sustainable transformation of the global economy. With the increasing energy demands of AI-driven workloads and hyperscale data operations, cooling infrastructure has emerged as a critical [...]
📅 - Cologix Secures $525M ABS to Expand AI-Ready Edge Data Centers - Cologix, a top provider of hyperscale edge data centers and network-neutral connectivity in North America, has concluded a $525 million USD asset-backed securitization (ABS) to fund its ongoing expansion into digital infrastructure. Cologix's COL4 data center in Columbus, Ohio, backs the secured notes, which have a set period of five years.
This deal is Cologix's fourth ABS issuance since 2021 and demonstrates the company's ongoing reliance on the asset-backed securities market to finance expansion. In order to meet the growing demand for inference AI and cloud workloads, the proceeds will be used to fund strategic investments throughout Cologix's ScalelogixTM and Digital Edge [...]
📅 - Neoclouds to Generate $65B in GPUaaS Revenue by 2030 - A new generation of cloud providers - dubbed ‘Neoclouds' - is reshaping the AI infrastructure landscape and is projected to generate more than US$65 billion in GPU-as-a-Service (GPUaaS) revenues by 2030, according to a new report by ABI Research. The report identifies a structural shift in the market, driven by enterprises' urgent need for scalable, AI-first compute environments that traditional hyperscalers have been slow to deliver.
Unlike conventional cloud giants that retrofit general-purpose infrastructure for AI workloads, Neocloud providers offer greenfield environments designed from the ground up to maximize GPU efficiency. These providers are leveraging full-stack architectures - [...]
📅 - Lithuanian Network Ring Upgraded by RETN - RETN, an independent worldwide network services provider, has upgraded its Lithuanian network ring that connects Vilnius, Kaunas, Klaipėda, Šiauliai, and Panevėžys. By expanding high-capacity services throughout these cities, the upgrade is intended to improve regional connectivity within Lithuania while preserving Vilnius and Kaunas as crucial nodes on RETN's international backbone that connects the Baltics with key European hubs.
In response to consumer demand and in collaboration with fiber supplier Skaidula, RETN installed 100G DWDM transponders along strategic regional routes, enhancing the Nx100G and Nx400G services already available in Vilnius and Kaunas. As demand increases, the [...]
📅 - Vertiv, Oklo Partner on Nuclear-Powered AI Data Center Solutions - Vertiv and Oklo, two publicly traded U.S.-based technology companies, have entered into a strategic collaboration aimed at redefining how hyperscale and colocation data centers manage power and thermal efficiency. The partnership, announced this week, focuses on integrating advanced nuclear energy with high-performance cooling and energy systems tailored to the growing needs of AI and high-density computing environments.
Under the agreement, Vertiv, a global provider of digital infrastructure and continuity solutions, will co-develop a suite of power and cooling technologies powered by Oklo's nuclear microreactor systems. The companies plan to pilot their joint technology at Oklo's first [...]
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