•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. •AI infrastructure race fueled a Capex surge in 2024 to approximately $200bn •2025 Capex Projection to near $350bn and 2030 Capex projection to near $545bn •Capex funding facilities expansion, xPU acquisition •Expectations of continued growth through 2030 with generative AI adoption both. Optical Module Package Market was valued at 8942 million in 2024 and is projected to reach US$ 20220 million by 2032, at a CAGR of 12. 7% during the forecast period MARKET INSIGHTS The global Optical Module Package Market was valued at 8942 million in 2024 and is projected to reach US$ 20220 million. Global Optical Modules Market Size By Product Type (Transceivers, Transponders), By Technology Type (Single-Mode Fiber (SMF), Multi-Mode Fiber (MMF)), By Application (Telecommunications, Data Centers), By Data Rate (10 Gbps, 25 Gbps), By Form Factor (SFP (Small Form-Factor Pluggable), SFP+. Nvidia's $4 billion investment in optical component suppliers Lumentum and Coherent marks the AI hardware linchpin's commitment to optical networking at a time when AI scaling shifts from compute limitations to interconnect bandwidth constraints inside massive GPU clusters. This deal encompasses. Optical Module and DCI by Application (Communication Service Provider, Internet Content and Carrier Neutral Provider, Government/Research and Education, Other), by Types (Optical Transport Network, Data Center Core Network, WAN), by North America (United States, Canada, Mexico), by South America. The global pluggable optical module market was valued at $9. 8 billion in 2025 and is projected to reach $26. 6% during the forecast period from 2026 to 2034. This robust growth trajectory is underpinned by an unprecedented. 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.