Goldman Sachs in their recent note upgraded their global opt...
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Goldman Sachs in their recent note upgraded their global optical module market forecast to:
- $67.7 billion (+33% revision) for 2026
- $131.4 billion (+81% revision) for 2027
- $148.5 billion (+115% revision) for 2028
For
Rubin Ultra, GS increased its modeled optical modules per GPU:
1.6T: 0 -> 2
3.2T: 3 -> 5
GS also raised their 1.6T and above forecast for 2027 by 61%... so that's also very material, with 80% silicon photonics penetration rate estimated.
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