Data centers will keep dominating optical module demand as AI and cloud drive revenue growth through 2030. Optical module demand is being pulled in two directions at once, faster bandwidth for dense networks and tighter constraints on power, security, and lead times. With global R&D projected to. •AI infrastructure race fueled a Capex surge in 2024 to approximately $200bn •2025 Capex Projection to near $350bn and 2030 Capex projection to near $545bn •Capex funding facilities expansion, xPU acquisition •Expectations of continued growth through 2030 with generative AI adoption both at the. The global Optical Modules market is projected to grow from US$ million in 2024 to US$ million by 2030, at a Compound Annual Growth Rate (CAGR) of % during the forecast period. A surge in AI development created a new wave in demand for optical connectivity in 2023-2025 and it will sustain the market's growth. The AI data center optical transceiver market has entered a historic growth phase, driven by the exponential expansion of AI computing clusters and the accelerated migration from traditional copper-based interconnects to high-speed optical connectivity. The market, projected to reach $14. 7 billion in 2025, is forecast to.