According to CoWoS, AI chip demand will grow at 58% CAGR from 2024–2026, far outpacing cloud providers' capex growth (~25%). The penetration of ASIC chips further drives optical module demand. By 2025, optical modules are expected to account for 18% of AI infrastructure costs, up. Large models like GPT4 now exceed one trillion parameters, with AI compute demand doubling every 3–4 months—far outpacing Moore's Law. As a result, data center interconnect speeds are leaping from 100G to 800G, 1. 8. The AI optical module market is experiencing substantial growth, propelled by the escalating demand for high-bandwidth, low-latency data transmission essential for artificial intelligence applications. AI-powered technologies are increasingly adopted across cloud computing, data centers, and. Because AI workloads surged from 2023 to 2025, demand for high-speed optical connectivity rose sharply as well. Consequently, this growth trend is expected to continue through 2030. The report also presents updated sales forecasts for Ethernet optical modules—including retimed modules, linearly. As the critical "data arteries" enabling high-speed interconnections within data centers, demand for AI optical modules has surged accordingly. The global AI optical module market grew from RMB 600 million (USD 90 million) in 2020 to RMB 6 billion (USD 900 million) in 2024, achieving a compound. Unlike conventional networks, AI clusters require significantly higher bandwidth and interconnect density, driving strong demand for: According to industry data, the global optical module market exceeded USD 23 billion in 2025 (Source: STCN), and is expected to grow by approximately 25% in 2026. Broadcom Inc. stands at the forefront of AI optical chip innovation, leveraging its industry leadership in silicon photonics and optical transceivers.