The Goldman Sachs Group Inc.
05/12/2026 | Press release | Distributed by Public on 05/12/2026 09:46
Optical Networking: The Next Mega Trend in AI Infrastructure
Networking unlocks computing capability for single AI chips, connecting multiple chips (working together), enabling seamless data exchange and low latency, and driving AI to the next level. Along with an AI infrastructure ramp-up and rising computing power per rack, Goldman Sachs Research analysts expect all configurations to enjoy strong growth ahead, opening a further 9-times total addressable market (TAM) unlock to $ 154 billion. In this report, they analyze:
- dollar content across different configurations
- scale-out and scale-up market opportunities
- component contributions across copper cables, pluggable optical modules, CPO, and PCB midplanes
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