According to BlockBeats, on September 7, Goldman Sachs significantly raised its industry forecast in its latest global optical module report, predicting that the global optical module market size will reach approximately US$67.7 billion, US$131.4 billion, and US$148.5 billion in 2026, 2027, and 2028, respectively, representing increases of 33%, 81%, and 115% compared to previous forecasts.
Goldman Sachs believes that this upward revision is not simply due to the increase in the number of AI servers, but more importantly, the continued migration of AI server architecture to high-speed networks, coupled with the increase in the number of optical modules required for a single GPU or ASIC chip, which has driven the rapid increase in demand for 800G, 1.6T and even 3.2T.