Optical Interconnect Rollout to Lag as Manufacturing Bottleneck Persists

Despite network architectures demanding more optics per unit of compute, a new report and analyst Ben Bajarin argue that immature manufacturing and supply chains for NPO/CPO will constrain optical interconnect adoption until at least 2028.

2026-08-19 ~ 2026-08-19 · 2 related posts

• Optics Scaling Slower Than Expected Due to Manufacturing Challenges — BenBajarin · 2026-08-19
• Optics supply chain lags, delaying all-optical AI rack transition — BenBajarin · 2026-08-19