From the office:
In pre-Chat GPT 2022, data centers were buying fewer than one million 800G Transceivers for connecting racks and AI clusters per year. Now the industry is at a 15-20 million unit run rate, noted Loi Nguyen, PhD, SVP of cloud optics at Marvell Technology holding the mic at an exec panel with Broadcom, AMD, Global Foundries and others.