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LightCounting: The demand for 400G/800G optical modules exceeds the supply by twice

The “hegemony” competition in artificial intelligence is unfolding in full swing. Since July 2023, the market research institution LightCounting has revised the sales forecast for Ethernet optical modules upward every three months. The latest report shows that Ethernet optical modules used in AI clusters will more than double in 2024 and continue until 2025 –… Continue reading LightCounting: The demand for 400G/800G optical modules exceeds the supply by twice