AI Infusion: The Next Wave of Data Center Networking

Understand the challenges around deploying AI clusters and how they shape the network infrastructure of data centers.
Feb. 4, 2026

As we continually discover new ways to harness emerging AI technology, AI computing clusters are at the front end of a huge ramp in growth. Industry analyst LightCounting expects a nearly 30% Compound Annual Growth Rate (CAGR) in fiber transceiver sales for AI clusters through 2028. Transceivers for non-AI applications in the data center will see a 9% CAGR — also strong growth — but it pales in comparison to what the AI expansion will bring.