全球AI数据中心互联市场分析_LightCounting.pdf

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1、Carol CaoMay 28,20262026 LightCounting|Analysis of the Global AI Optical Components MarketContensContens Review the development history of global optical modules Analyze the future development trends Market forecast22026 LightCounting|March 2026Evolution of Global Capex:TSP vs CSPEvolution of Global

2、 Capex:TSP vs CSP32026 LightCounting|March 2026The global optical component market has shifted from the telecom cycle to an AI computing power-driven super cycle.Source:LightCounting Ethernet Optics_March 2026_stSource:March 2026 Quarterly Market UpdateCapital expenditure by regionCapital expenditur

3、e by region42026 LightCounting|March 2026Source:Market Forecast Report-April 2026_stCapex of the top 15 service providers by geographic regionTop five CSP spending as percent of total in 2025Leading cloud hyperscalers in North America record markedly higher capital expenditure than those in other gl

4、obal regions.52026 LightCounting|March 2026 Global sales of optical transceivers by segmentSource:Market Forecast Report-April 2026_stGlobal market for optical transceivers by regionSales of optical transceivers by segment and regionSales of optical transceivers by segment and region The growth rate

5、 of Ethernet optical modules reached 93%in 2024 and 82%in 2025,significantly higher than that of other optical modules.Development of models and key chipsDevelopment of models and key chips62026 LightCounting|March 2026Blackwell 2024N4PHopper 20224nmAmpere 20205nm Rubin 2026N3PYearParameter Flagship

6、 Models Core Technical Features2020175BGPT-3Dense model;benchmark for hundred-billion parameter scale2021280B 530BMT-NLGContinuous scaling of dense models202270B 540BPaLM,Chinchilla,GLM-130BPeak of dense models;data quality prioritized over parameters;Chinas first 100B+parameter model released202370