From $23 billion to $112 billion in six years, AI is driving a new growth cycle in optical connectivity

Yole Group released its latest photonics report, Optical Transceivers for Datacom & Telecom 2026, providing a comprehensive analysis of one of the fastest-growing segments of digital infrastructure. This report is part of a significant collection of photonics products, including Photonics Market Monitor: Optical Transceivers for Datacom, and Photonics Packaging 2026, as well as Silicon Photonics 2026, Co-Packaged Optics for Data Centers 2026, etc. The rise of artificial intelligence is fundament