Goldman Sachs drastically raised industry forecasts in its latest global optical module report. The global optical module market is expected to reach approximately US$67.7 billion, US$131.4 billion and US$148.5 billion from 2026 to 2028, respectively, up 33%, 81%, and 115% from the previous forecast. Goldman Sachs believes that this round of upgrades is not simply due to an increase in the number of AI servers; more importantly, the AI server architecture continues to migrate to high-speed networks. Coupled with the increase in the number of optical modules required for a single GPU or ASIC chip, it is driving the rapid expansion of demand for 800G, 1.6T, and even 3.2T.

Goldman Sachs drastically raised industry forecasts in its latest global optical module report. The global optical module market is expected to reach approximately US$67.7 billion, US$131.4 billion and US$148.5 billion from 2026 to 2028, respectively, up 33%, 81%, and 115% from the previous forecast. Goldman Sachs believes that this round of upgrades is not simply due to an increase in the number of AI servers; more importantly, the AI server architecture continues to migrate to high-speed networks. Coupled with the increase in the number of optical modules required for a single GPU or ASIC chip, it is driving the rapid expansion of demand for 800G, 1.6T, and even 3.2T.