Optical Networking Predictions

Browse Optical Networking market predictions and forecasts from well-known financial commentators. Each prediction is tracked from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.

1 forecast 1 commentator 1 pending

1 forecast

Person Subject Forecast* Source Date Deadline** Outcome

Ivana Delevska Optical Networking Networking's share of data center/server spend will double from 10% to 20%, driving significant upside for optical networking stocks

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[13:23] We expect that networking as percentage of the server spend is going to go from 10% to 20%. So even if you have overall data center spending stall just that mix shift alone is going to drive pretty significant upside for these stocks.

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In the Money 2026-10-29 2029-04-29 pending