Why Optics Matter in AI Era, Mapping the Technology, Winners and Losers: BI Replay

The rapid expansion of AI workloads is placing unprecedented demands on network bandwidth, making optical networking a critical enabler of next-generation AI infrastructure. As hyperscalers build increasingly larger AI clusters, advances across the AI optical-networking stack are becoming essential to delivering the speed, scale and efficiency required to support the next wave of AI deployment. Join Bloomberg Intelligence analysts as they map the AI optical-networking stack and identify the technologies, companies and business models positioned to win or lose as bandwidth demand accelerates. The discussion will examine where value is being created across the optical ecosystem, the competitive dynamics shaping the market, and which players are best positioned to benefit from the AI infrastructure buildout. This webinar is part of Bloomberg Intelligence's five-part series, *How the AI Investment Cycle Is Reshaping Technology*, examining the technologies, investment themes and competitive dynamics defining the next phase of AI.