The continual movement around artificial intelligence (AI) cluster environments is driving new sales of optical transceiver sales and the adoption of linear pluggable optics (LPO) and co-packaged optics (CPO). An AI cluster collects computing resources to develop, test, and deploy artificial intelligence (AI) models. AI clusters can be customized to meet specific needs and workloads. This growth promises to impact data centers, data center interconnects (DCI s), transport networks, and CSPs, ISPs, and wholesale network operators.
Over the next two years, LPO and CPO optical components used in AI clusters will double in size in two years: from $5 billion in 2024 to more than $10 billion in 2026.
In this eBook, we’ll discuss the new opportunities and challenges the optical industry faces with next-gen optical transceivers.
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