Optical Vendors Forecast Surge in 400G and 800G Demand by 2026 Driven by AI and Data Centers
DATA AND AI INFRASTRUCTURE
Optical vendors Ciena, Nokia, and Ribbon are forecasting a significant increase in demand for 400G and 800G connectivity by 2026, driven by advancements in AI and data center traffic. Ciena expects strong adoption of its WaveLogic 6 technology, while Nokia predicts 800G deployments will become mainstream, with a market of over one million units annually by 2030. Additionally, AOI plans to expand its 800G transceiver production, and Ribbon's Apollo platform is already facilitating live 800G deployments.

Jan 3, 2026, 12:25 PM