TrendForce says rapid growth in AI training and inference is driving data
centers to higher power, density and larger-scale clusters. Rising energy use
from data movement is prompting cloud service providers to elevate interconnect
technology to the same strategic level as compute. Interconnect architecture has
become a key determinant of AI-factory expansion speed, energy efficiency and
supply-chain control. TrendForce forecasts the co‑packaged optics (CPO) and
near‑packaged optics (NPO) market will jump from roughly $100 million in 2025 to
more than $39 billion by 2030.
