A recent report released by McKinsey, an internationally renowned research organization, pointed out that the supply chain bottleneck of optical transceivers (optical modules) may become a key obstacle to the expansion of network infrastructure in the era of artificial intelligence. The report said. These compact devices convert electrical signals to optical signals and vice versa, enabling data transmission over fiber optic cables. At the Hot Chips conference, Nvidia shared new details about its upcoming photonic interconnect products – Quantum-X and Spectrum-X. Global Optical Modules Market Size By Product Type (Transceivers, Transponders), By Technology Type (Single-Mode Fiber (SMF), Multi-Mode Fiber (MMF)), By Application (Telecommunications, Data Centers), By Data Rate (10 Gbps, 25 Gbps), By Form Factor (SFP (Small Form-Factor Pluggable), SFP+. $100 Billion Market for AI Cluster Optics by 2030? Did ECOC 2025 signal a tilt towards co-packaged optics? Has AI taken full control of the market? Telecom Service Providers remain wary of AI's business potential, but they must be pr. Lumentum's order book is full through 2028, reflecting surging demand for 800G and 1. 6T optical modules, amplified by Nvidia's strategic investment.