400G-ZR is going to shift network architectures, says Bill Gartner, SVP/GM of Cisco's Optical Systems and Optics Group. Many customers will continue to deploy chassis solutions, but others will choose pluggables in a router for coherent transmission.
Cisco is also discussing the changing consumption models for network silicon and optics as some customers seek fully disaggregated solutions.
https://youtu.be/RrKqRv8-7po