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AI Infrastructure Expansion Picks Up Pace, Optical Communication Holds High Growth Prospects
3 hour ago /
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Author：小编
The most recent quarterly financial reports from major North American tech firms reveal that global AI frontrunners are stepping up their efforts in constructing data center and computing power infrastructure. Industry experts highlight that optical modules, serving as the bedrock of AI data centers and the heart of optical communication, are poised to directly capitalize on the swift advancement of AI's emerging infrastructure. Driven by technological progress, 800G optical modules are set to become the industry standard, while shipments of 1.6T optical modules are also anticipated to surge. A-share listed companies specializing in optical modules are projected to sustain robust performance growth.
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