In 2026, Optical Communications has moved from being a "background utility" to the critical bottleneck and enabler of the Generative AI revolution. The industry is currently defined by a desperate race to increase bandwidth and decrease power consumption to support massive GPU clusters and global 5G-Advanced networks.
As of early 2026, the global optical communications market has surpassed $50 billion, with a focused transition toward 1.6T speeds and Co-packaged Optics (CPO).
The AI Demand: Large Language Models (LLMs) now involve trillions of parameters, requiring GPU fabrics to communicate at speeds that traditional copper or older optical standards cannot handle
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