The rapid rise of GenAI is driving an explosive surge in global demand for computing power and data-center construction. Optical networks have become essential to enabling the high-bandwidth, low-latency transmission required in this new era. Governments and industry leaders worldwide are accelerating the development of AI infrastructure and optical-interconnect standards to advance computing performance, energy efficiency, and security in tandem.

As co-packaged optics (CPO) and cloud-network convergence mature, the industry is entering a new phase of high-performance, energy-efficient, and cross-domain interconnected systems.

Key Highlights

• Rapid rise of GenAI drives explosive global demand for computing power and data-center construction.
• Optical networks emerge as essential for enabling high-bandwidth, low-latency transmission in this new era.
• Governments and industry leaders worldwide accelerate AI infrastructure and optical-interconnect standards to enhance computing performance, energy efficiency, and security together.
• Maturing co-packaged optics (CPO) and cloud-network convergence usher the industry into a phase of high-performance, energy-efficient, and cross-domain interconnected systems.

Table of Contents

1. AI Applications Accelerate, Driving Massive Demand for Optical Networks
   • Table 1: AI Data Center and Fiber-Optic Infrastructure Deployment of the Four Major CSPs (2025 CapEx)
2. Policy Standards and Industry Applications
   • Table 2: Global AI Infrastructure & Optical Network Policy and Standards Initiatives
3. Integration of Optical Networks and Compute Architecture: Industry Transformation Accelerates
   • Figure 1: Integration of Cloud Services and Telecom Operators
4. TRI’s View

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