On October 10, Nvidia announced an additional 35% order for 800G optical modules in 2026. As core suppliers of NVIDIA, Zhongji Xuchuan and Xinyi Sheng have won a combined 60% share of orders, further consolidating their dominant position in the global high-speed optical module. The growth in demand for computing power driven by AI continues unabated. The market is expected to grow from USD 15. 1 billion in 2035, at a CAGR of 13. It is not a single-chip product market, but a full-stack ecosystem covering: and optical engine integration systems. This tier defines the. The global market for 800G Optical Module was estimated to be worth US$ million in 2024 and is forecast to a readjusted size of US$ million by 2031 with a CAGR of %during the forecast period 2025-2031.
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