ChainCatcher report: Goldman Sachs has significantly raised its industry forecasts in its latest global optical module report, projecting that the global optical module market size will 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 the growing number of AI servers, but more significantly by the ongoing shift in AI server architecture toward high-speed networking, coupled with an increased number of optical modules required per GPU or ASIC chip, accelerating demand for 800G, 1.6T, and even 3.2T solutions.
Goldman Sachs raises its optical module market forecast to nearly $150 billion by 2028.
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Summary
Goldman Sachs raised its optical module market forecast to nearly $150 billion by 2028, with $67.7 billion expected in 2026 and $131.4 billion in 2027. The firm cited growth in AI servers and demand for 800G, 1.6T, and 3.2T modules as key drivers. Traders monitoring altcoins to watch may find this daily market report useful for evaluating long-term infrastructure trends.
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