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brianletort.aiD. Brian Letort, Ph.D.

AI Market · Forecast desk · partial · networking

60% · partial

Expanded Beam Optical MSA publishes a v1.0 spec within 90 days of launch (May 12), with at least one in-production deployment announced by a hyperscaler member (AMD, Cisco, Meta, Oracle).

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Outcome

partialcalled at 60%brier contribution 0.010timing-slip

EBO MSA membership expanded 17 to 23 vendors May 18 (HPE marquee addition, Bellwether, JPC Connectivity, Mixx, TIME, TFC). v1.0 spec not yet published. Member growth is positive signal but spec + in-production deployment still pending. On track.