This Market Watch session is one of OFC's most highly attended panels. A balanced mix of market analysts, equity analysts and industry leaders with real-world implementation perspectives will share their insights on the current state of the industry and how it is likely to evolve over the next five years. The discussion will focus primarily on data center networking — an especially timely topic as we face technology limits, shifts in market structure and ecosystem transformation. To encourage dynamic engagement, this panel will emphasize discussion over formal presentations.
Moderator
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Vipul Bhatt
Vice President, Corporate Strategic Marketing, Coherent
Panelists
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Vladimir Kozlov
Founder & Chief Executive Officer, LightCounting
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Thomas O'Malley
Director, Equity Research, Barclays
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Kannan Raj
Architect AI Infrastructure, Oracle
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Ruben Roy
Managing Director, Applied Technologies, Stifel
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Andrew Schmitt
Founder & Directing Analyst, Cignal AI
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Xi Wang
Senior Vice President & General Manager, Connectivity BU, Marvell Technology