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Hailanxin said it currently has no overseas orders for subsea data centers that meet disclosure standards.
2026-09-08
Hailanxin said it currently has no overseas orders for subsea data centers that meet disclosure standards.
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2026-09-07
Iran's vice president said Iran's enemies still do not understand Iran or its people.
Iran's vice president said Iran's enemies still do not understand Iran or its people.
2026-09-07
Goldman Sachs in its latest global optical-module report materially raised industry forecasts, projecting the market at about $67.7 bln, $131.4 bln and $148.5 bln in 2026–2028—up roughly 33%, 81% and 115% versus its prior forecasts. Goldman says the revision is not solely driven by AI server unit growth but by a structural shift toward higher‑speed networking and a rising number of modules per GPU/ASIC, which should accelerate demand for 800G, 1.6T and 3.2T optics.
Goldman Sachs in its latest global optical-module report materially raised industry forecasts, projecting the market at about $67.7 bln, $131.4 bln and $148.5 bln in 2026–2028—up roughly 33%, 81% and 115% versus its prior forecasts. Goldman says the revision is not solely driven by AI server unit growth but by a structural shift toward higher‑speed networking and a rising number of modules per GPU/ASIC, which should accelerate demand for 800G, 1.6T and 3.2T optics.
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