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Wavelength services in the AI era: opportunities for telecom providers

2026 Omdia survey

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Prepare for the next wave of AI connectivity

AI is creating new growth opportunities for telecom providers, with high-bandwidth wavelength services emerging as a key opportunity to meet rapidly growing connectivity demands. As AI and cloud providers scale their infrastructure, they increasingly need greater speed and capacity, along with faster service delivery.
 

Explore Omdia’s latest research to see why 100+ telecom providers are optimistic about wavelength services and how they are responding to growing AI connectivity demands. Discover why 400G wavelength services are moving into the mainstream, how operators are preparing their networks and strategies for 800G and why mature, embedded optics and emerging coherent pluggables will play important roles in the next wave of AI connectivity.

Key statistics

38%

of global traffic will be AI-driven by 2030

61%

see high-bandwidth wavelength services as their best revenue opportunity over the next 2-3 years

46%

of telecom providers are selling 400G wave services today, expected to grow to 77% by end of 2027

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