Hot Interconnects: New Form Factors, Fibers and Use Cases for Optics

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  "company": {
    "name": "Corning",
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  "data": {
    "url": "https://counterpointresearch.com/en/insights/hot-interconnect-new-form-factors-fibers-use-cases-optics",
    "title": "Hot Interconnects: New Form Factors, Fibers and Use Cases for Optics - Counterpoint Research",
    "excerpt": "Corning enumerated the benefits of Multicore Fiber, which combines four optical cores into the same 125-micron fiber that holds only one today: 70% less cable mass in networks, 75% fewer connections, up to 60% less installation time, and greater reliability. The first specification from the MCF MSA, for O-band connections (<2km), comes soon. Why four fibers? One must start somewhere. The upper limit is likely close to 19 cores, said Corning’s Gabe Sudduth. Resolight aims for optical immortality with a platform that combines an optical switch with CPO which co-founder Ofer Shapiro claims can reduce network power by 40x. In 2025, networking accounted for around 10% of power in a scale-up rack. That rises to 50% in 256-576 XPU configurations and 80% in 1,000-2,000 XPU systems. Reducing optical power is also expensive, costing $1 billion to reduce power by 1 picojoule/bit, Shapiro claimed. Lower power and cost also enable complex scale-up systems to better fit into the confines of edge data centers and reduce the distance to consumers. The technology, however, remains in development. Marvell discussed how its Photonic Fabric (acquired from Celestial AI) will enable XPUs to share 72GB of HBM or 1-2TB of system DRAM making it a potential successor to CXL. Interesting note: 1 meter of fiber cam add 5ns of latency. The sweet spot for this technology is 30 meters and below. XPO MSA...",
    "product": "Multicore Fiber",
    "summary": "Corning is developing Multicore Fiber technology, which combines four optical cores into a single 125-micron fiber, with the potential to scale up to 19 cores.",
    "planning": true,
    "image_url": "https://counterpointresearch.com/statics/images/admin/cd2cb820-a305-11f1-aa64-996c71c2e616.png",
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    "published_at": "2026-08-28T23:34:57Z",
    "article_sentence": "Corning enumerated the benefits of Multicore Fiber, which combines four optical cores into the same 125-micron fiber that holds only one today: 70% less cable mass in networks, 75% fewer connections, up to 60% less installation time, and greater reliability."
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