TrendForce notes several key bottlenecks constraining capacity expansion. 5 billion in 2025 to $26 billion in 2026, representing over 57% YoY growth. This surge is driven not only by. In April 2026, the S&P 500 and Nasdaq both closed at all-time highs (7,022. The AI infrastructure narrative is the primary engine of this rally. 3%. To match NVLink's intra-node bandwidth, you'd need roughly 36 optical links per node. Now scale that to the 100,000+ GPU clusters that xAI, Meta, and Microsoft are building. LPO physically removes the power-hungry DSP chip from traditional optical modules, utilizing pure analog linear amplification. This approach preserves the "hot-swappable, easy maintenance" advantage of pluggable. Co-packaged optics is the next architecture transition in AI infrastructure.
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