AI Compute Boom Drives Upgrades in Optical Module Technology and Market Large models like GPT4 now exceed one trillion parameters, with AI compute demand doubling every 3–4 months—far outpacing Moore's Law. As a result, data center interconnect speeds are leaping from 100G to 800G . Global leading cloud service providers such as Google, Amazon, Microsoft, etc. are making large-scale investments in AI infrastructure, and optical modules have become a crucial component of their strategic layout. With the continuous expansion of the scale of data centers and the surging demand. AI Optical Module by Application (InfiniBand Connection, Ethernet Connection), by Types (200G Optical Module, 400G Optical Module, 800G Optical Module, 1. In July 2025, LightCounting released its Cloud Data Center Optics Report, revealing that cloud companies' increasing investments in data center and network. •AI infrastructure race fueled a Capex surge in 2024 to approximately $200bn •2025 Capex Projection to near $350bn and 2030 Capex projection to near $545bn •Capex funding facilities expansion, xPU acquisition •Expectations of continued growth through 2030 with generative AI adoption both at the. The AI Optical Module Market Size was valued at 1,700 USD Million in 2024. 9999999999998 USD Million in 2025 to 12 USD Billion by 2035. The high-speed, low-latency, and energy-efficient flow of this data requires a robust communication infrastructure.