This report summarizes the cloud service provider (SP) data center market share and forecast for optical components.
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OC Market Share ICP Data Centers – 2019–22
Data / 30 Jun 2023 / Lisa Huff
This market share tracks the optical components sold directly into ICP data centers. It details the positions of the top optical component suppliers based on reported financial data and Omdia estimates.
Co-Packaged Optics in the ICP and HPC Data Centers
Report / 19 Sep 2023 / Lisa Huff
With artificial intelligence and machine learning applications ballooning in both HPC and ICP data center networks, there is an increased need for optical interconnects. CPO is one of these solutions.
Cloud SP Data Center Network Optical Components Forecast 2023–29
Data / 08 Aug 2024 / Lisa Huff
This forecast is an update of our ICP data center (now referred to as cloud SP) forecast. September 13, 2024: The 800G forecast for optical modules was corrected due to new information that was received.
OC Market Share Cloud SP Data Centers – 2019–23
Data / 29 Jul 2024 / Lisa Huff
This market share shows optical components vendors that sell into ICP data centers directly.
Connections Forecast for Backend AI Networks
Data / 28 May 2024 / Lisa Huff
This forecast is for optical modules, AOCs and AECs/DACs used in backend AI networks. It has a companion report "Connections in AI Networks Inside Data Centers."
Market Landscape: Connections in AI Networks Inside Data Centers
Report / 10 May 2024 / Lisa Huff
This report summarizes Omdia’s analysis of the rise of AI networks inside data centers and presents new connectivity forecasts for building AI clusters inside data centers.
The Analyst Team

Lisa Huff
Follow AnalystChief Analyst, Optical Components
Lisa Huff covers optical components in the telecommunications industry. She has expertise not only in optical components, but also in data centers, networking equipment and connectivity. Her focus is on optical components in data communications applications.
Lisa joined Omdia, formerly Ovum, in March 2018. She brings great industry expertise, with more than 30 years in the communications, IT and electronics industries. Lisa joined us from Discerning Analytics, where she was the owner and principal analyst. In addition, Lisa is a Certified Data Center Management Professional (CDCMP®) and a degreed electrical engineer with experience in data centers, LAN, optical components, copper and fiber connectors and cabling.
Lisa has authored more than 50 technical papers and market research reports. She is a successful project manager with proven revenue-generating abilities.
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