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Optical Networking The next mega trend in AI infrastructure

2026

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Optical Networking: The next mega trend in AI infrastructure.pdf

1) This report highlights optical networking as the next major trend in AI infrastructure, projecting significant market growth and detailing key technological advancements.

2) * Explores the 9x TAM unlock to US$154bn driven by optical networking in AI infrastructure.
* Analyzes dollar content increases, market opportunities in scale-out and scale-up, and component contributions.
* Details specific configurations, market opportunities, and component contributions across copper cables, pluggable optical modules, CPO, and PCB midplanes.

3) AI infrastructure, optical networking, data centers, CPO, silicon photonics

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