Data centers running complex artificial intelligence models need immense bandwidth, but traditional copper cabling is hitting a wall. At high speeds, copper struggles to transmit signals beyond one to two meters without generating excess heat and signal loss.
To keep GPUs communicating without latency bottlenecks, companies are accelerating the transition from copper wires to optical connections. This upgrade underpins a multi-billion-dollar photonics cycle centered on 800-gigabit and 1.6-terabit optical transceivers.
