FRONTIER · GLOBAL
Goldman Sachs forecasts AI optical networking market to reach $150B+ by 2028
Goldman Sachs projects the AI optical networking market will grow nearly 10x to exceed $150B by 2028 as GPU clusters scale into multi-rack systems. The bottleneck in AI infrastructure is shifting from compute to data fabric.
WHY IT MATTERS
Optical networking is becoming a critical capex lever for LLM deployment scale. BFSI cloud strategies must account for photonics as a cost and latency driver; chip supply and networking both constrain AI acceleration in regulated environments.
Source: Goldman Sachs · 2026-05-24