ME News reports that on September 7 (UTC+8), Goldman Sachs significantly raised its industry forecasts in its latest global optical module report, projecting the global optical module market size to reach approximately $67.7 billion, $131.4 billion, and $148.5 billion in 2026, 2027, and 2028 respectively—up by 33%, 81%, and 115% from previous estimates. Goldman Sachs believes this revision is driven not merely by increased numbers of AI servers, but more significantly by the ongoing shift of AI server architectures toward high-speed networking, coupled with a rising number of optical modules required per GPU or ASIC chip, accelerating demand for 800G, 1.6T, and even 3.2T solutions. (Source: BlockBeats)
Goldman Sachs raises its global optical module market forecast to nearly $150 billion by 2028.
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Summary
Goldman Sachs now forecasts the global optical module market to reach $148.5 billion by 2028, a 115% increase from previous estimates. The firm attributes this growth to rising demand for 800G, 1.6T, and 3.2T modules driven by AI server upgrades. Traders monitoring altcoins to watch may take note of the sector’s momentum. The Fear & Greed Index remains skewed toward optimism as infrastructure spending accelerates.
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