800G & 1.6T Optics
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The pluggable transceivers AI clusters consume by the hundreds of thousands.
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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.
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记录审阅截至 2026-01-15 — 查看 方法论.