Goldman Sachs says AI could create $154 billion optical networking market

Goldman Sachs said the expansion of AI infrastructure could create a $154 billion optical networking market opportunity, according to an Economic Times report.

TL;DR

Goldman Sachs forecast a $154 billion opportunity in optical networking tied to AI infrastructure growth.
The report linked the forecast to rising computing power per rack and broader demand across networking configurations.
Economic Times reported the forecast on May 20, 2026, citing Goldman Sachs.

Goldman Sachs said rapid growth in AI infrastructure is increasing demand for optical networking. The firm said higher computing power per rack is one of the main drivers behind the forecast.

The forecast covers optical networking across different network configurations. The source description did not provide a breakdown by segment, geography, vendor, or time period.

Economic Times published the report on May 20, 2026. The article attributed the $154 billion figure to Goldman Sachs.

Related questions

What did Goldman Sachs say about the size of the optical networking opportunity linked to AI?
What factors did Goldman Sachs cite for growth in optical networking demand?
Did the report provide a segment or regional breakdown for the $154 billion forecast?