Polymer optical waveguides in co-packaged optics could speed up AI training.

AI workloads could grow by between 25% and 35% annually up to 2027, according to consultancy Bain and Company, putting pressure on suppliers of data centre equipment and AI-augmented products.

Even as global efforts are made to create policies, new plants and marketplaces for semiconductors, unpredictable demand and continued talent shortages cast doubt on what the future will bring.