800G Ethernet transceivers become most popular module in mega data centers by 2025: LightCounting

摘要

Optical transceivers that enable 800G Ethernet transmission are just starting to reach the market. But LightCounting expects their popularity among the five largest cloud and hyperscale data center operators - Alibaba, Amazon, Facebook, Google, and Microsoft - to ramp quickly. Those five companies will spend more than $1.8 billion on 800G Ethernet modules in 2026, the market research firm predicts in its latest Mega Data Center Optics report. Overall, the Big 5 will spend more than $3 billion on Ethernet transceivers in 2026, up from $1.4 billion in 2020 (see chart above). And that doesn't include the 1.6-Tbps modules LightCounting expects Google to start deploying toward the end of the forecast period.