New Delhi, May 19 -- Optical networking is emerging as the next major trend in artificial intelligence (AI) infrastructure as growing AI computing demand drives the need for faster data exchange, lower latency and larger GPU clusters, according to a report by Goldman Sachs.

The report stated that networking is becoming a key component in unlocking computing capability for AI chips by connecting multiple chips together and enabling seamless communication between them.

"Networking is the next frontier in AI infrastructure, poised to enhance computing capability through seamless data exchange and low latency," the report said.

Optical networking is a communications system that transmits data as pulses of light through hair-thin glass or p...