Xin Lang Cai Jing·2025-12-23 00:32Core Viewpoint - The rapid upgrade and iteration of GPU and ASIC technologies are driving continuous improvements in computing power, leading to a significant increase in data transmission demands in AI data centers [1] Group 1: Industry Trends - There is a growing preference among customers for network hardware with larger bandwidth in AI data centers, as higher bandwidth reduces the cost per bit, lowers power consumption, and minimizes size [1] - The high growth rate of 800G optical modules reflects the urgent demand for bandwidth driven by AI applications [1] Group 2: Future Projections - It is anticipated that the demand for 800G optical modules will continue to grow rapidly through 2026, with significant increases expected in the shipment scale of 1.6T modules [1] - Research and development for 3.2T optical modules has officially begun, indicating ongoing advancements in the industry [1]