麦肯锡：2025年网络光学机遇：提升数据中心供给水平研究报告（英文版）

components in advancing AI and data center infrastructure build-outs. To move the massive amounts of data required for AI training and inferencing, hyperscalers and other data center operators need increased access to optical transceivers capable of rates of 800 gigabits per second (Gbps) or even 1.6 terabits per second (Tbps) and higher.1 But these crucial components could be in short supply in the near term: Production of 800-Gbps transceivers is expected to fall 40 to 60 percent short of d