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Goldman Sachs sees optical module market reaching $148.5 billion by 2028

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  • Goldman Sachs raised its global optical module market forecasts through 2028.
  • Markets are projected at $67.7 billion, $131.4 billion and $148.5 billion from 2026 to 2028.
  • AI networking shifts and higher module counts per GPU or ASIC are driving demand for 800G, 1.6T and 3.2T products.
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Goldman Sachs sees optical module market reaching $148.5 billion by 2028 - CoinPost Terminal