Optical Circuit Switching Seen Growing to More Than $8 Billion by Decade’s End

Cignal AI projects the optical circuit switching market will grow to more than $8 billion by the end of the decade, SiliconANGLE reported on October 14 in covering Salience Labs' $125 million Series B. Nvidia also invested $4 billion in co-packaged optics suppliers Lumentum and Coherent in March.

The attention on optics reflects the shift of AI bottlenecks from chips to the links between them. Projections from analysts are estimates and can move with the pace of cluster buildouts.

Source: SiliconANGLE