Raws li kev nkag siab tsis ntev los no los ntawm cov xov xwm hauv cov khoom lag luam hloov tshiab, CIG (Cambridge Industries Group) tau hais thaum lub sijhawm tshawb fawb cov neeg ua lag luam tias North American optical module lag luam nyob rau xyoo tom ntej tuaj yeem faib ua ob ntu: ib feem muaj cov ntaub ntawv ib txwm xav tau, thiab Lwm qhov cuam tshuam rau cov kev xav tau tshiab tshwm sim vim qhov nce ntawm AI (Aritificial Intelligence). Qhov kev thov tshiab rau AI xav tias yuav dhau qhov kev thov rau cov chaw khaws ntaub ntawv ib txwm siv los ntawm 2024 txog 2025.
Saib ntawm kev lag luam hauv tsev kho qhov muag, qhov kev thov tam sim no rau 400G thiab 800G tsis tau pom qhov nce ntxiv. Ntawm ib sab, qhov kev thov los ntawm cov chaw zov me nyuam cov ntaub ntawv tseem nyob ruaj khov, tsis muaj kev loj hlob tshwj xeeb. Ntawm qhov tod tes, qhov kev thov hauv kev sib txuas lus tseem ua raws li kev txhim kho qeeb thiab tsis tu ncua, tsis muaj qhov tseem ceeb nce thiab nqis.
Yog li ntawd, qhov kev cia siab ntawm kev loj hlob ntawm 400G thiab 800G nyob rau hauv 2024 yuav tuaj ntau dua los ntawm kev nce hauv kev thov los ntawm supercomputing.

