India, Sept. 21 -- Yole Group announced the release of Photonics at the Speed of AI, part of the AI White Papers Collection.

The paper argues that optical transceivers, once a supporting piece of data center infrastructure, have become a system-level requirement for scaling artificial intelligence, and it anchors Yole Group's broader 2026 photonics collection of market & technology intelligence analyses.

For most of the past decade, optical transceivers were infrastructure: important, technically demanding, but infrastructure nonetheless. According to Yole Group, that era is over!

When a cluster of tens of thousands of GPUs is built to train a single model, compute is only as useful as the communication fabric that holds it together: l...