Google's Data Center Interconnect Architecture: Rise of 800G+ Optical Modules and 2026 Supply Chain Outlook
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The data center interconnect market is expected to experience significant growth, with some forecasts suggesting it will reach nearly $65 billion by 2035 and over $90 billion by 2028. The rise of 800G+ optical modules is seen as a key driver of this growth, with one forecast predicting they will surpass 60% market share by 2026. The market's development is also being influenced by major companies, including google and aws, which are taking steps to advance their data center interconnect architectures and control their own transport destiny.
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