AI Infrastructure in 2026: How Optical Interconnect Is Reshaping the Future of Data Centers
AI Infrastructure in 2026: How Optical Interconnect Is Reshaping the Future of Data Centers AI is no longer simply driving demand for compute. It is restructuring the entire infrastructure stack — from chips and optical interconnect to manufacturing capacity, network architecture, and supply chain strategy. As hyperscale AI clusters continue scaling, the optical communication industry is entering a new phase where connectivity becomes foundational infrastructure rather than supporting technology. The Shift from Compute to Optical Interconnect The first phase of