The Definitive Guide toAI Data Centers
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forecast 2026 shipments / revenue for 800G coherent optics; pluggable-coherent module market ~$2B (2025) → ~$5B (2029)

>200k units / >$1Bforecast

Value kindforecast — Forecasts are time-bound outlooks, not specifications; test decisions across plausible scenarios.
As of2026
SourceCignal AI; TrendForce; Lightwave · 800ZR/ZR+ Forecast Update (2Q25): >200,000 module shipments in 2026, revenue >$1B
Reviewchecking…review by 2026-09-14 · fast cadence
Recorded changeslast 2026-06-29
Claim idforecast-2026-shipments-revenue-for-800g

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