# Optics Valley Expo

The AI Circulatory System: Optical Giants Pivot to 12.8T as 'Super Cycle' Takes Hold

The 21st Optics Valley Expo highlighted a generational 'super cycle' in optical communications, with manufacturers showcasing 12.8T pre-research designs to meet AI demand. Driven by exploding token usage and cloud CAPEX, the industry is shifting toward high-capacity architectures like CPO and 1.6T modules.