OFC 2025 industry reflections - Final Part

Gazettabyte has been asking industry figures for their thoughts after attending the OFC conference held in San Francisco.

In the final part, Arista’s Vijay Vusirikala and Andy Bechtolsheim, Chris Doerr of Aloe Semiconductor, Adtran’s Jörg-Peter Elbers, and Omdia’s Daryl Inniss share their learnings. Vusirikala, Doerr, and Elbers all participated in OFC’s excellent Rump Session.

Muir Woods National Monument, outside San Francisco

Vijay Vusirikala, Distinguished Lead, AI Systems and Networks, and Andy Bechtolsheim, Chief Architect, at Arista Networks.

OFC 2025 wasn't just another conference. The event felt like a significant momentum-gaining inflexion point, buzzing with an energy reminiscent of the Dot.com era optical boom.

This palpable excitement, reflected in record attendance and exhibitor numbers, was accentuated for the broader community by the context set at Nvidia’s GTC event held two weeks before OFC, highlighting the critical role optical technologies play in enabling next-generation AI infrastructure. 

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OFC 2025: reflecting on the busiest optics show in years

Adtran's Gareth Spence interviews Omdia's Daryl Inniss (left) and the editor of Gazettabyte, live from the conference hall at OFC 2025. 

The discussion covers the hot topics of the show and where the industry is headed next. Click here.

Fibre to everywhere

For years, passive optical networks (PON) were all about fibre-to-the-premise, particularly fibre-to-the-home. Japan, South Korea, and China led the market with massive PON deployments.

"Now the focus is on fibre-to-everywhere, whether it's a home, a business, a school, a university, an enterprise, a traffic light," says Julie Kunstler, chief analyst, broadband access intelligence at Omdia.

Julie Kunstler

Meanwhile, in the US, government funding is spurring fibre deployments, especially in underserved areas.

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