Research Reports

AI Infra Market Bulletin - Jan. 29, 2026

2026/01/29

AI/HBM/Server , Optical Telecommunication

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Google integrates TPU v7/v8, Ironwood racks, and Apollo OCS into a unified fabric, shifting the scaling unit from servers to racks. This drives 800G+ optical module penetration above 60% by 2026. Supply chain focus has shifted to laser chips and MEMS capacity. Strategic decisions must now track 800G/1.6T transceiver deployments, alongside GPU/TPU shipments, to accurately gauge the AI compute cycle.