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Analysts predict AI will create opportunities in optical communications

AI predicted to drive optical comms spend

AI predicted to drive optical comms spend (credit: Vasin Lee/shutterstock.com)

LightCounting predicts the emergence of AI will add $17.6bn to sales of optical transceivers over the next 5 years, while Dell’Oro Group forecasts AI infrastructure spending to bring data centre capex to more than $500bn by 2027.

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