Infinera CEO on CHIPs, AI and 'spinning the wheel of innovation'
In addition to providing an update on the CHIPS and Science Act, Infinera CEO David Heard discusses Infinera's ability to fabricate and package its photonic integrated circuits in the US, giving it a unique market advantage.
At a Glance
- Impact of the CHIPS and Science Act on Infinera and Infinera's role in the US semiconductor market (03:54)
- Impact of Infinera's vertical integrations on its different product lines (06:07)
- Will bandwidth demand for AI push AI workloads beyond the data center? (22:09)
Infinera CEO David Heard joins the podcast to discuss how the government's $53 billion investment in semiconductor research and manufacturing could significantly impact the optical networking industry in the US.
In addition to providing an update on the CHIPS and Science Act, Heard discusses Infinera's ability to fabricate and package its photonic integrated circuits in the US, giving it a unique market advantage.
He discusses which geographies are ripe for market expansion, how the industry can prepare for massive AI workloads and how webscalers are affecting the speed of technological innovation in the telecom industry.
Click on the caption button for a lightly edited transcript.
Here are a few topics we cover:
Impact of the CHIPS and Science Act on Infinera and Infinera's role in the US semiconductor market (03:54)
Impact of Infinera's vertical integrations on its different product lines (06:07)
Market opportunities in broadband access, 5G and cable networks (09:03)
Open XR Forum's mission to advance the development of XR optics products and services, and flexibility in the access network (12:45)
New opportunities for Infinera in India (15:52)
How webscalers are impacting speed of innovation in the telecom industry (18:47)
Will bandwidth demand for AI push AI workloads beyond the data center? (22:09)
Infinera's sustainability strategies and ESG initiatives (26:45)
About the Author(s)
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