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Date	Provider	Score	Summary
17 Aug 2026, 7:20 PM	Tom's Hardware	4.5	AI data center optical interconnect market to hit $144 billion by 2030, an over ten-fold increase from 2024 figures, according to new projections — silicon photonics expected to account for nearly two-thirds of revenue, driven by co-packaged optics A China Insights Consultancy report, commissioned by laser-chip maker Yuanjie Semiconductors for its Hong Kong IPO filing, projects the AI data center optical interconnect market to grow from $13.7 billion in 2024 to $144.4 billion by 2030 (48.1% CAGR). Silicon photonics is expected to capture 63.7% of that revenue, driven by co-packaged optics, while 400 Gbps chip demand flatlines as 1.6 Tbps becomes standard. Why: For SaaS founders and AI/ML builders, this signals that data center networking costs and architectures are shifting toward silicon photonics and 1.6 Tbps interconnects over the next few years — relevant if you're planning GPU cluster capacity, evaluating cloud providers, or building products that assume current interconnect pricing. However, this is a vendor-commissioned forecast tied to an IPO filing, so treat the growth figures with appropriate skepticism. infrastructure data-center photonics market-forecast

Date

Provider

Score

Summary

17 Aug 2026, 7:20 PM

Tom's Hardware

4.5

AI data center optical interconnect market to hit $144 billion by 2030, an over ten-fold increase from 2024 figures, according to new projections — silicon photonics expected to account for nearly two-thirds of revenue, driven by co-packaged optics

A China Insights Consultancy report, commissioned by laser-chip maker Yuanjie Semiconductors for its Hong Kong IPO filing, projects the AI data center optical interconnect market to grow from $13.7 billion in 2024 to $144.4 billion by 2030 (48.1% CAGR). Silicon photonics is expected to capture 63.7% of that revenue, driven by co-packaged optics, while 400 Gbps chip demand flatlines as 1.6 Tbps becomes standard.

Why: For SaaS founders and AI/ML builders, this signals that data center networking costs and architectures are shifting toward silicon photonics and 1.6 Tbps interconnects over the next few years — relevant if you're planning GPU cluster capacity, evaluating cloud providers, or building products that assume current interconnect pricing. However, this is a vendor-commissioned forecast tied to an IPO filing, so treat the growth figures with appropriate skepticism.