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Organization: Estimated that the CPO/NPO market size will surpass $39 billion by 2030

2026-06-15 09:26:55

Abstract generation in progress

Mars Finance News, according to the latest silicon photonics industry research by TrendForce, as AI training and inference demands rapidly expand, AI data centers are evolving toward higher power consumption, density, and larger-scale clusters. The massive energy consumption caused by data transfer has prompted cloud service providers (CSPs) to elevate interconnection technology to a strategic level equal to computing technology. Interconnection architecture has become a key strategic asset that determines the expansion speed of AI factories, energy efficiency, and supply chain control capabilities. Therefore, TrendForce estimates that the CPO (co-packaged optics) / NPO (near-packaged optics) market size will grow significantly, from about $100 million in 2025 to over $39 billion by 2030. (Cailian Press)

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