The Definitive Guide toAI Data Centers
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800G optical transceiver lead time — volume orders ~36–50 wk (floor raised after NVIDIA's 2026-03 $4B EML pre-buy), non-priority buyers quoted past 2027; EML lasers are the constraint, 800G supply 40–60% below demand through 2027

~36–50 wkobserved

Value kindobserved — Reported measurements, counts, and specifications keep the precision and scope stated by their source; an exact specification is not treated as a range.
As of2026-05
SourceMcKinsey via TechTimes (2026-05); Supply Chain Connect (2026); TrendForce (2026-04)
Reviewchecking…review by 2026-08-25 · fast cadence
Recorded changeslast 2026-07-12
Claim id800g-optical-transceiver-lead-time-volume

Where the guide uses it

Not quoted in a chapter yet; it is kept in the curated register.

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