Back to today’s briefing

Story perspectives

U.S. Wavelength Circuit Market Soars 8% Amid AI Demand

3/24/2025

24 3

Summary

Story summary

In 2024, the U.S. wavelength circuit market surged nearly 8%, fueled by skyrocketing AI traffic and the rising demand for 100G and 400G services. Although 800G installations face hurdles, growth is on the horizon. Zayo's acquisition of Crown Castle strengthens its foothold, while Ciena remains the leading supplier in this dynamic landscape.

1 of 1

Story summary

In 2024, the U.S. wavelength circuit market surged nearly 8%, fueled by skyrocketing AI traffic and the rising demand for 100G and 400G services. Although 800G installations face hurdles, growth is on the horizon. Zayo's acquisition of Crown Castle strengthens its foothold, while Ciena remains the leading supplier in this dynamic landscape.