Actionable Benefits
- Identify how OLS revenue for scale-across will materialize.
- Understand if North America or Europe will drive deployment.
- Identify which group of companies will drive scale across: hyperscalers, neoclouds, or sovereign cloud providers.
- Assess market size and position strategic investments accordingly.
Research Highlights
- Distributed AI infrastructure is accelerating the scale-across optical opportunity.
- The scale-across market in the United States and Europe will be worth US$750 million in 2026, increasing to US$5 billion in 2035.
- The optical stack is now materially disaggregated, but software remains concentrated.
- Incumbent optical vendors still hold the strongest competitive position.
Critical Questions Answered
- Where is OLS becoming strategically important for scale-across Artificial Intelligence (AI) data center connectivity?
- Which customer segments will drive OLS scale-across growth over the forecast period?
- How big is the OLS market for scale-across?
- How will the OLS market grow outside hyperscaler Tier Ones?
Who Should Read This?
- Hyperscaler network architects.
- Neocloud infrastructure leads.
- Optical transport product managers.
- Data center connectivity planners.
- Telecommunications strategy executives.