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Optical Module Industry Outlook in 2026

2026/5/21 10:54:20

The 2026 light module track is experiencing an unprecedented explosion.The global AI large-scale model arms race is heating up, causing Token calls to soar from 2 trillion at the end of last year to 63 trillion at the end of this year, a 30-fold increase. This directly ignites the demand for 800G high-speed optical modules.According to LightCounting forecasts, 800G optical module shipments will double in 2026, while 1.6T optical modules are expected to rush directly from last year's small base to tens of millions of ports.Google, Amazon, Microsoft and other North American cloud giants collectively increase capital expenditure, Google plans to invest $175 billion-185 billion in 2026, almost twice as much as in 2025; Amazon is shouting an exaggerated figure of $200 billion.These real gold and silver investments mean that high-speed optical modules, as core components of AI infrastructure, are far from over.