Analyst Index · Infrastructure & Telecoms

Vladimir Kozlov

Founder and CEO, LightCounting (was RHK)

–
Accuracy: –
Not yet ranked: 0
Predictions scored: 3
Still to fall due

Still to fall due3 predictions

Nov 2027Realistically, I think it's going to take another two years before CPO is really shipping in volumes,Infrastructure & Telecoms · made Nov 2025 · source
Dec 2026Optics for AI clusters (transceivers, LPO and CPO) will expand from $5 billion in 2024 to more than $10 billion in 2026.Infrastructure & Telecoms · made Nov 2025 · source
Dec 2027Ethernet optical transceiver sales, a record $4.6bn in 2021, will grow at a 14% CAGR in 2022-2027 to about $10bn by 2027.Infrastructure & Telecoms · made Apr 2022 · source

Vladimir Kozlov’s right of replyAnalysts can answer any verdict on their profile in up to 250 characters, once VETTDD has verified them. Replies appear after we approve them.

Create your analyst profile Already verified? Sign in