Total shipments of leading-edge datacom optical modules are projected to tally over US$9 billion for 2024, according to the latest Optical Components Report from research firm Cignal AI. While the industry-standard OSFP (Octal Small Form-Factor Pluggable) module has successfully enabled 400Gbps, 800Gbps, and 1. 8Tbps of switching. Unlike traditional enterprise or cloud data centers, AI factories are purpose-built to support large-scale AI training and inference workloads, such as large language models (LLMs), multimodal foundation models, and real-time generative AI services. Unit shipments of 400G and 800G modules have grown nearly fourfold over the past 12 months and are expected to. With 1. Yole Group attended OFC 2026 with a dedicated team of analysts on site, actively engaging with major players in the photonics. This report explores the evolving role of optics in AI Clusters, covering both connectivity and switching. Importantly, the forecast includes.
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