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The optical interconnect bill: $144B by 2030, and 63.7% of it is silicon photonics
A forecast filed with a Hong Kong IPO puts data center optics at $144.4 billion in 2030, and the $15 billion already spent means rack decisions made now are bets on a moving roadmap.
Publishers:tomshardware.com
Reality
- Evidence34
- Adoption32
- Hype gap+38
- Incentives82
- Confidence45