Consortium Consulting: Estimated CPO/NPO market size will exceed 39 billion USD by 2030.

According to the latest research on the silicon photonics industry by TrendForce, as the demand for AI training and inference expands rapidly, AI data centers are evolving towards higher power consumption, density, and larger scale clusters. The issue of large energy consumption caused by data transport has prompted cloud service providers to elevate interconnect technology to the same strategic level as computing technology. Interconnect architecture has become a key strategic asset that determines the speed of AI Factory expansion, energy efficiency, and supply chain control capability. Therefore, TrendForce predicts that the market size of CPO/NPO will grow significantly, from about $100 million in 2025, to over $39 billion in 2030.