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PODCAST: CIR’s Lawrence Gasman sizes up CPO and quantum computing's potential
If you want a broad look at the evolution of today’s optical networking industry, look no further than Lawrence Gasman, president of CIR.
In this latest episode, the Broadband Pulse sat down with Gasman, who has been conducting forecasts on enterprise computing, telecommunications, optical components since the late 1970s when he founded the firm. One of his latest pursuits has been quantum technology.
During our time together, we talked about his view of the OFC trade show, co-packaged optics, quantum computing, data center powering issues, optical M&A and, of course, AI.
Key moments in this episode
0:00 Opening
0:24 Introduction of our guest
0:30 CIR background
Lawrence Gasman, president of CIR Research, provides an introduction about the evolution of the research company.
3:36 OFC 2026
Gasman shares his thoughts about the optical industry’s premier trade show.”
6:39 Co-packaged optics potential
Gasman sounds off on the role and commercial potential of co-packaged optics for data centers and other environments.
10:05 Community data center battles
How optical innovations can alleviate power issues and the political issues surrounding data centers.
16:28 The M&A Factor
Successful M&A is not about technology, but rather effective management skills.
18:38 Quantum technology
Addressing the connection between quantum computers and quantum networks.
24:03 Final thoughts/closing
Gasman shares his final thoughts on where the optical industry is headed.
About our guest
Lawrence Gasman is President of CIR, the technology forecasting and market analysis firm he founded in 1978. For more than four decades, CIR has provided authoritative guidance and market forecasts covering enterprise computing, telecommunications, optical components, and—more recently—quantum technology. In 2025, CIR expanded its coverage of emerging technologies by acquiring the publications division of Inside Quantum Technology, further strengthening its position as a trusted source of market intelligence in advanced technologies. CIR’s research is known for going beyond industry hype to explain how new technologies create real business opportunities. Its reports analyze how innovations generate new revenue streams, simplify complex processes, and deliver measurable value to organizations. CIR studies also include detailed profiles of leading suppliers, analysis of key legislation and public policy developments, and coverage of important investment and funding trends shaping the technology landscape.
Lawrence Gasman has been widely quoted in leading industry publications and has written numerous articles and four books on technology markets and technology policy. He is a frequent speaker at major industry events, including the Optical Fiber Communication Conference (OFC) and conferences organized by Inside Quantum Technology. He has also helped organize IQT conference programs and has presented in webinars hosted by Lightwaveonline and other industry organizations. In addition to his work as an analyst and author, Gasman has testified before the U.S. Congress and has advised the White House on technology and industry policy issues. Gasman holds a bachelor’s degree in mathematics from the University of Manchester and advanced degrees from the London School of Economics and Political Science and the London Business School. He lives near Richmond, Virginia, with his wife Cynthia, a university professor. He travels widely and has delivered talks and consulting engagements across North America, Europe, and Asia.
About the Podcast
In the Lightwave Broadband Pulse podcast, we address key issues affecting the optical and broadband industries. Join us every week for insights from industry leaders on these topics. Visit our website at www.lightwave.com/podcasts and click on our podcast site at www.broadbandpulse.podbean.com/.
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By Endeavor Business MediaIf you want a broad look at the evolution of today’s optical networking industry, look no further than Lawrence Gasman, president of CIR.
In this latest episode, the Broadband Pulse sat down with Gasman, who has been conducting forecasts on enterprise computing, telecommunications, optical components since the late 1970s when he founded the firm. One of his latest pursuits has been quantum technology.
During our time together, we talked about his view of the OFC trade show, co-packaged optics, quantum computing, data center powering issues, optical M&A and, of course, AI.
Key moments in this episode
0:00 Opening
0:24 Introduction of our guest
0:30 CIR background
Lawrence Gasman, president of CIR Research, provides an introduction about the evolution of the research company.
3:36 OFC 2026
Gasman shares his thoughts about the optical industry’s premier trade show.”
6:39 Co-packaged optics potential
Gasman sounds off on the role and commercial potential of co-packaged optics for data centers and other environments.
10:05 Community data center battles
How optical innovations can alleviate power issues and the political issues surrounding data centers.
16:28 The M&A Factor
Successful M&A is not about technology, but rather effective management skills.
18:38 Quantum technology
Addressing the connection between quantum computers and quantum networks.
24:03 Final thoughts/closing
Gasman shares his final thoughts on where the optical industry is headed.
About our guest
Lawrence Gasman is President of CIR, the technology forecasting and market analysis firm he founded in 1978. For more than four decades, CIR has provided authoritative guidance and market forecasts covering enterprise computing, telecommunications, optical components, and—more recently—quantum technology. In 2025, CIR expanded its coverage of emerging technologies by acquiring the publications division of Inside Quantum Technology, further strengthening its position as a trusted source of market intelligence in advanced technologies. CIR’s research is known for going beyond industry hype to explain how new technologies create real business opportunities. Its reports analyze how innovations generate new revenue streams, simplify complex processes, and deliver measurable value to organizations. CIR studies also include detailed profiles of leading suppliers, analysis of key legislation and public policy developments, and coverage of important investment and funding trends shaping the technology landscape.
Lawrence Gasman has been widely quoted in leading industry publications and has written numerous articles and four books on technology markets and technology policy. He is a frequent speaker at major industry events, including the Optical Fiber Communication Conference (OFC) and conferences organized by Inside Quantum Technology. He has also helped organize IQT conference programs and has presented in webinars hosted by Lightwaveonline and other industry organizations. In addition to his work as an analyst and author, Gasman has testified before the U.S. Congress and has advised the White House on technology and industry policy issues. Gasman holds a bachelor’s degree in mathematics from the University of Manchester and advanced degrees from the London School of Economics and Political Science and the London Business School. He lives near Richmond, Virginia, with his wife Cynthia, a university professor. He travels widely and has delivered talks and consulting engagements across North America, Europe, and Asia.
About the Podcast
In the Lightwave Broadband Pulse podcast, we address key issues affecting the optical and broadband industries. Join us every week for insights from industry leaders on these topics. Visit our website at www.lightwave.com/podcasts and click on our podcast site at www.broadbandpulse.podbean.com/.