The Ins and Outs of AI, Telecom Optics: BI Webinar
AI-driven capital expenditures are accelerating at a historic pace, with hyperscalers and sovereign investors committing hundreds of billions to next-generation compute infrastructure. As GPU clusters scale and interconnect speeds move toward 800G and 1.6T, the ripple effects across data center and telecom optical networks are becoming a defining investment theme. The team at Cignal AI joins Bloomberg Intelligence to break down what this means for leaders in data center and telecom optics.