Data centers will keep dominating optical module demand as AI and cloud drive revenue growth through 2030. Dense networks need more bandwidth, while operators push for lower power use, encryption . The optical communication industry is entering a new phase of accelerated growth, driven by the rapid expansion of AI infrastructure. As hyperscale AI data centers continue to scale. In this article, Martin Vallo, PhD, Senior Technology & Market Analyst, Photonics at Yole Group, shares a curated overview of OFC 2026, highlighting the most significant announcements and key trends shaping the future of optical networking. OFC 2026 confirmed that AI infrastructure is now the main. NEW · LIVE DASHBOARD This report is now a living dashboard 16 analysis modules, refreshed quarterly, with alerts and a what's-changed layer — every license includes 12 months of access. 01 billion in 2026, at a CAGR of 14. With exponential growth in AI.
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