[Goldman Sachs Significantly Raises Optical Module Market Forecast: Market Size Could Reach Nearly $150 Billion by 2028] According to a report by Jinse Finance, on September 7, Goldman Sachs significantly raised its industry forecast in its latest global optical module report. It predicts that the global optical module market size will reach approximately $67.7 billion, $131.4 billion, and $148.5 billion in 2026, 2027, and 2028, respectively, representing upward revisions of 33%, 81%, and 115% compared to previous forecasts. Goldman Sachs believes this upward revision is not solely driven by the growth in the number of AI servers. More importantly, it is due to the continued migration of AI server architectures toward high-speed networks, coupled with an increase in the number of optical modules required per GPU or ASIC chip, driving rapid demand growth for 800G, 1.6T, and even 3.2T modules.