Latest developments in the optical communications industry丨C-LIGHT

Reasons for the rise in AI computing power prices

Mar-11-2026

The most fundamental driver of this round of price hikes is the surge in computing power demand fueled by the explosion in AI applications.

AI computing power rises from North America to Europe

Mar-10-2026

Since the beginning of 2026, the global cloud computing market has undergone a historic shift.

The future of the AI computing power industry

Mar-09-2026

As AI model training matures, inference computing power is becoming the central focus. Low-latency, edge-side, and high-density infrastructure are becoming key construction priorities.

800G DAC Direct Attach Copper Cable Market Analysis

Mar-08-2026

More specific projections show the global DAC market will reach $1.7 billion by 2029, representing a CAGR of 12.3% from 2023 to 2029.

400G AOC Application Scenarios

Mar-07-2026

The 400G AOC is primarily used for short‑range, high‑speed interconnections within data centers.

Competition and Survival of Global Tech Giants in the Context of AI

Mar-06-2026

The global competition among tech giants ignited by AI is far more intense than the eras of the internet and mobile internet.

1.6T Optical Modules Officially Enter Mass Commercial Use: A New Inflection Point for Global AI Infrastructure

Mar-05-2026

1.6 Tbps optical modules have officially moved from lab prototypes to mass commercial deployment.

Data Center Interconnects: A Technical Taxonomy and Evolution of Optical Transceivers, DAC, AOC, and AEC

Mar-04-2026

Driven by the exponential growth of AI training clusters scaling to hundreds of thousands of GPUs, the landscape of transmission distance, bandwidth, and power consumption within data centers has been fundamentally redefined.

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