Google's Ironwood TPU and Apollo OCS to Drive 800G Optical Module Share Over 60% by 2026
Google's new Ironwood TPU utilizes a 3D Torus network and Apollo optical circuit switch, addressing AI data center interconnect challenges. TrendForce forecasts that 800G+ optical transceiver shipments will exceed 60% by 2026, driven by demand for nearly 4 million TPUs. The Apollo OCS system enhances energy efficiency, consuming 100 watts compared to traditional switches' 3,000 watts. Innolight and Eoptolink are expected to secure 80% of Google's optical module orders, while Lumentum will supply OCS systems.
Theia Market Signal Identification - AI Assisted
Google's Ironwood TPU features a 3D Torus network and Apollo optical circuit switch to meet rising AI data center demands. TrendForce predicts that global shipments of 800G and above optical transceivers will rise from 19.5% in 2024 to over 60% by 2026, with Google likely shipping nearly 4 million TPUs.
The Apollo OCS system, using MEMS micro-mirrors for energy-efficient fiber connections, consumes around 100 watts—95% less than traditional systems. Innolight and Eoptolink are expected to capture 80% of Google's orders for optical modules, and Lumentum will supply OCS components. This architecture aims to scale data traffic efficiently as compute density increases.
Comments