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800G Optics Set to Pass 60% of Module Shipments as AI Clusters Grow

TrendForce expects 800G-and-faster optical modules to pass 60% of shipments in 2026, up from 19.5% in 2024, as Google's TPU clusters and AI networks grow.

The Quiet Bottleneck: Why Networking Will Make or Break the AI Race

Everyone’s watching the GPU wars. NVIDIA vs AMD. H100 vs MI300. The headlines scream about chip shortages, HBM constraints, and $650 billion in AI infrastructure spending. But there’s...

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