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Bilal trder.740
Bilal trder.740
Growing optical communication needs: AI data centers require faster, higher-bandwidth connections. Increasing rack density and next-generation network architectures could support demand for high-speed optical modules over the medium to long term. Capital expenditure by the world's nine largest cloud service providers could continue expanding rapidly: 2026: Approximately ¥957 billion 2027: Expected to exceed ¥1.5 trillion 2028: Morgan Stanley estimate of approximately ¥1.81 trillion

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