AI TRENDS | Goldman Sachs Raises Optical Module Market Forecast, Sees 2028 Size Near $148.5 Billion

According to Jin10, Goldman Sachs sharply raised its global optical module market forecast in its latest report, estimating the market at about $67.7 billion in 2026, $131.4 billion in 2027, and $148.5 billion in 2028, up 33%, 81%, and 115% from its previous forecasts. Goldman Sachs said the revision was driven not only by growth in the number of AI servers, but also by AI server architectures shifting toward high-speed networks and by rising optical module demand per GPU or ASIC chip, boosting demand for 800G, 1.6T, and 3.2T products.