3.2T optical upgrade forces PCB redesign, shrinking supplier pool to 3

Expanding AI computing clusters are driving up performance demands on scale-out interconnects between racks, pushing a shift to 3.2T optical links. The change requires PCB redesigns and narrows the supplier pool to just three companies.

• 3.2T optical shift requires PCB redesigns
• Supplier pool shrinks to three companies
• Driven by rising scale-out interconnect demands in AI clusters