Market Report

January 2024 Optics for AI Clusters

January 2024

Report Abstract

This report explores the evolving role of optics in AI Clusters, covering both connectivity and switching. It features data for the sales of optical transceivers for compute nodes and AI Clusters in Cloud datacenters for 2021-2023 with a forecast for 2024-2029. Importantly, the forecast includes detailed models for the deployment of optics in AI Clusters (back-end networks) at Amazon, Google, Meta, Microsoft and Alibaba, to illustrate the differences between the optics used in compute nodes (front-end networks). A detailed analysis of the pivotal role being played by optical connectivity including NVLink and CXL/PCIe in the implementation of AI Cluster architectures is central to this report.

The report is based on confidential sales information provided by optical components vendors, as well as detailed analysis of publicly available data released by leading component and equipment manufacturers along with considerable input from industry experts.

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Vladimir Kozlov

About the Author

Vladimir Kozlov, Founder and CEO

Vladimir Kozlov is the founder and CEO of LIGHTCOUNTING, an optical communications market research company.

LightCounting was established in 2004 with an objective of providing in-depth coverage of market and technologies for high speed optoelectronic interfaces employed in communications. By now, the company employs a team of industry experts and offers comprehensive coverage of optical communications supply chain.

Dr. Kozlov has more than 20 years of experience in optoelectronics, optical communications and market research. Dr. Kozlov held market analyst, product development and research staff positions at RHK Inc., Lucent Technologies and Princeton University.

Dr. Kozlov holds several US patents and has numerous publications in the area of optoelectronics. He received M. Sc. at Moscow State University in Russia and Ph. D in Physics at Brown University in the United States.

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