AI compute demand is forcing Ethernet to evolve faster than ever, and OFC 2026 marked the official start of 400G-per-lane work. Experts from Meta, Cisco, Synopsys and Dell'Oro explain how 1.6T and 3.2T networks will scale under hard power and space limits.

Cisco turned the "AI networking super cycle" from a slogan into a guided revenue line: hyperscale AI infrastructure orders rose 4.5x in a year to $9.3B, and operating margin hit a 30-year high. The real story is how Silicon One plus Acacia optics put it into scale-across, with a direct line to TSMC locking down supply. Next quarter, watch how fast orders convert to revenue.