17 Mar 2026
10:30 - 12:00
Expo Theater I
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
-
Vipul Bhatt
Vice President, Corporate Strategic Marketing, Coherent, United States
Panelists
-
Vladimir Kozlov
Founder & Chief Executive Officer, LightCounting, United States
-
Thomas O'Malley
Director, Equity Research, Barclays, United States
-
Kannan Raj
Architect AI Infrastructure, Oracle, United States
-
Ruben Roy
Managing Director, Applied Technologies, Stifel, United States
-
Andrew Schmitt
Founder & Directing Analyst, Cignal AI, United States
-
Xi Wang
Senior Vice President & General Manager, Connectivity BU, Marvell Technology, United States