Optical suppliers / cloud-light
Cloud Light
Hong Kong (now part of Lumentum)
- Primary speed / form
- 800G — OSFP / QSFP-DD
- Datacom market share
- n/a — share attribution not meaningful for this supplier (see notes)
- 1.6T transition status
- Unknown
- Tech route
- EML transceiver modules — now Lumentum's module arm
- Key customers
- NVIDIA (via Lumentum)
- Notes
- Acquired by Lumentum for $750M (completed Nov 2023); >90% of its >$200M revenue was 400G+ and over half was 800G at acquisition. No longer an independent vendor — share is attributed to Lumentum, so it is left blank here rather than estimated.
Sources
What changed
- 2023-11-08Acquisition by Lumentum completed ($750M); now Lumentum's transceiver-module business. ↗