AI isn't just becoming a compute problem anymore—it's becoming a networking problem. Faster GPUs don't help much if data can't move between them efficiently, so it's not surprising to see optical interconnects becoming a strategic technology for future AI data centers.
https://www.trendforce.com/presscenter/news/20260615-13098.html?es_id=aa45ab1fb2
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Optical Interconnects Become Critical to AI Factory Expansion; CPO/NPO Market Expected to Exceed US$39 Billion by 2030, Says TrendForce
TrendForce’s recent research on silicon photonics (SiPh) shows that the rapid growth of AI training and inference workloads is pushing AI data centers toward increased power use, higher rack densities, and larger clusters. As data transfer becomes a major energy drain, CSPs are treating interconnect technologies as equally important as compute hardware. The architecture of interconnects now plays a key strategic role in determining AI factory growth, energy efficiency, and supply chain management.






