Navigating the Optical Horizon—AI’s Transformative, Volatile Impact on Fiber Connectivity
Our latest blog dives deep into the unprecedented volatility and demand that Artificial Intelligence has unleashed on the fiber optic cabling industry.
From hyperscale data centers needing 10x more fiber to the relentless pursuit of ultra-low latency for real-time AI, the impact has been monumental. We’re talking 800G becoming the new standard, and a strategic scramble for space, speed, and energy efficiency across the board.
For our Tier 1 and Tier 2 partners, this means navigating a double-edged sword: immense growth coupled with intense pressure to innovate and scale. We break down the challenges—from the thermal wall to the quantum security imperative—and look ahead to the revolutionary solutions required, including Co-Packaged Optics (CPO), Near-Package Optics (NPO), and robotic automation.