TrendForce's latest research indicates that the global market for AI-focused optical transceivers has entered a phase of rapid growth, with market size projected to expand from US$16. 5 billion in 2025 to $26 billion in 2026, representing over 57% YoY growth. This surge is driven not only by. Optical Module for AI by Application (Cloud Computing, Big Data Analytics, Others), by Types (100G, 200G, 400G, 800G, Others), by North America (United States, Canada, Mexico), by South America (Brazil, Argentina, Rest of South America), by Europe (United Kingdom, Germany, France, Italy, Spain. Market analyst firm TrendForce forecasts that the global AI-focused optical transceiver market will rise at more than 57% year-on-year from US$16. This surge is driven not only by specification upgrades but also reflects a. Large models like GPT4 now exceed one trillion parameters, with AI compute demand doubling every 3–4 months—far outpacing Moore's Law. For example, an NVIDIA DGX H100 server cluster requires at least 4. 8. The global AI Optical Module market is projected to grow from US$ million in 2024 to US$ million by 2031, at a CAGR of % (2025-2031), driven by critical product segments and diverse end‑use applications, while evolving U.