February 23, 2026 05:01 AM GMT Telecom & Networking Equipment Into the Spotlight: Optical Market Opportunities Tiffany.Yeh@morganstanley.com +886 2 7712-3032 Morgan Stanley & Co. LLC Joseph Moore Equity Analyst Joseph.Moore@morganstanley.com +1 212 761-7516 Telecom & Networking Equipment The optical market is set to reach $65bn+ in our '28 base case (~30% CAGR) on the back of increasing speed/investment in AI data centers. As traditional networks reach their limits, new optical technologies are poised for a ...