Global AI compute investment drives optical module market to $23. 8B in 2025, with forced upgrades to 800G/1. 6T modules boosting Chinese companies and AI ETF performance. 6T optical modules In the late autumn of 2025, a market rumor exploded like a thunderclap: Google had placed an additional order for 1. Although the news was not. NVIDIA has committed over $4 billion in direct strategic investments across two optical interconnect companies, Lumentum and Coherent, supplemented by multibillion-dollar purchase agreements and equity participation in the optical startup Ayar Labs: Following newly announced investments, NVIDIA has. Goldman Sachs analysts forecast a $154billion opportunity in optical networking driven by skyrocketing capacity demands from hyperscale cloud and AI workloads. Carriers and vendors are integrating 10GbE edge networking and AI-RAN (Artificial Intelligence Radio Access Network) trials on live 5G. According to the latest June 2025 Quarterly Market Update by renowned research firm LightCounting, the global optical transceiver market is set to rebound in Q2 2025 with a projected 10% quarter-over-quarter growth. The key growth driver is the rising demand for 800G Ethernet optical modules. FREUDENSTADT, Germany, June 16, 2026 (GLOBE NEWSWIRE) -- SCHMID Group (NASDAQ: SHMD) (the “Company” or "SCHMID") announces a strong combined order intake of more than €26 million since mid-May 2026, reflecting multiple customer orders and continued market momentum in advanced PCB and substrate. On October 10, NVIDIA officially announced that it plans to increase orders for 800G optical modules by 35% in 2026.