TradingKey – Competition in AI data centers is expanding beyond simply increasing GPU counts to enhancing data transmission efficiency across the entire compute cluster. As thousands or even tens of thousands of AI accelerators are connected within a single cluster, traditional copper cables face growing limitations in transmission distance, bandwidth, and energy consumption, driving the accelerated development of technologies such as 800G and 1.6T optical modules, optical switching, and co-packaged optics.

AI optical communications refers to the transmission of information via optical signals among chips, servers, racks, and data centers. Compared with traditional copper connections, optical connections offer advantages in long-distance…