在2026年CIOE深圳展会上，行业内部人士指出，日益增长的AI算力基础设施需求正在给光互连供应链带来压力。尽管800G模块仍是主流产品，但1.6T模块已进入量产阶段。然而，上游供应的限制正在影响这些先进组件的可用性。 AI
影响 日益增长的AI算力需求正在关键光互连组件的供应链中造成瓶颈。
排序理由 该条目讨论的是与AI相关的基础设施供应链限制，而非核心AI发布或研究。
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AI算力需求在CIOE深圳展上给光模块供应带来压力
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报道来源 [1]
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CIOE深圳：AI算力需求收紧光模块供应，1.6T模块加速量产
At CIOE 2026 in Shenzhen, exhibitors said AI cluster demand is stretching optical interconnect capacity: 800G remains the volume mainstay while 1.6T modules move into headmaker mass production amid tight upstream supply.