800G & 1.6T Optics
The pluggable transceivers AI clusters consume by the hundreds of thousands.
You're looking at a technology record: a building block of AI hardware — what it does, who makes it, and which chips and systems use it.
Every switch port in an AI fabric terminates in an optical module — 800G today, 1.6T ramping — built from DSPs (Broadcom, Marvell) and lasers (Coherent, Lumentum) and assembled largely in Thailand and China. Optics are a meaningful slice of cluster cost and power, driving the co-packaged push.
How this connects to the rest of the stack
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Record reviewed as of 2026-01-15 — see Methodology.