AI infrastructure is scaling simultaneously within the rack, across the data center and between data center campuses. That multidimensional growth is redefining the industry’s core challenge. The constraint is no longer compute alone, but the speed, efficiency and reliability of data movement at scale. As AI workloads grow more distributed and bandwidth-intensive, the industry is exceeding the practical limits of copper—accelerating the shift to optical interconnects that can deliver the performance, energy efficiency and resilience required across the architecture.

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