Vladimir Kozlov is the founder and CEO of LightCounting, an optical communications market research company established in 2004 with an objective of providing in-depth coverage of market and technologies for high speed optoelectronic interfaces employed in communications. By now, LightCounting is the leading market research company covering the optical networking supply chain, including Cloud companies, Service providers, equipment and component manufacturers.
Dr. Kozlov has more than 30 years of experience in optoelectronic technologies and devices, optical communications and market research. Dr. Kozlov held market analyst, product development and research staff positions at RHK Inc., Lucent Technologies and Princeton University.
Dr. Kozlov holds several US patents and has numerous publications in the area of optoelectronics. He received M.Sc. at Moscow State University in Russia and Ph.D in Physics at Brown University in the United States.
This presentation will discuss the evolving role of optics in AI Clusters, covering both connectivity and switching. It will feature data for the sales of optical transceivers, AOCs and DACs for compute nodes and AI Clusters in Cloud datacenters for 2021-2023 with a forecast for 2024-2029. Use of optical connectivity for NVlink and CXL/PCIe in the implementation of AI Cluster architectures will also be discussed.