PUBLISHER: TrendForce | PRODUCT CODE: 1892148
PUBLISHER: TrendForce | PRODUCT CODE: 1892148
AI Optical Networks Evolution: 2025 Efficiency and Sustainability Insights
The rapid rise of GenAI is driving an explosive surge in global demand for computing power and data-center construction. Optical networks have become essential to enabling the high-bandwidth, low-latency transmission required in this new era. Governments and industry leaders worldwide are accelerating the development of AI infrastructure and optical-interconnect standards to advance computing performance, energy efficiency, and security in tandem.
As co-packaged optics (CPO) and cloud-network convergence mature, the industry is entering a new phase of high-performance, energy-efficient, and cross-domain interconnected systems.
Key Highlights
- Rapid rise of GenAI drives explosive global demand for computing power and data-center construction.
- Optical networks emerge as essential for enabling high-bandwidth, low-latency transmission in this new era.
- Governments and industry leaders worldwide accelerate AI infrastructure and optical-interconnect standards to enhance computing performance, energy efficiency, and security together.
- Maturing co-packaged optics (CPO) and cloud-network convergence usher the industry into a phase of high-performance, energy-efficient, and cross-domain interconnected systems.
Table of Contents
1. AI Applications Accelerate, Driving Massive Demand for Optical Networks
- Table 1: AI Data Center and Fiber-Optic Infrastructure Deployment of the Four Major CSPs (2025 CapEx)
2. Policy Standards and Industry Applications
- Table 2: Global AI Infrastructure & Optical Network Policy and Standards Initiatives
3. Integration of Optical Networks and Compute Architecture: Industry Transformation Accelerates
- Figure 1: Integration of Cloud Services and Telecom Operators
4. TRI's View
