800G optics

800G optics are the current high-speed modules, running at eight hundred gigabits per second, and they are the dominant generation in active buildout. Where 400G marks the past, this is the present-tense workhorse: the large clusters going in today are wired primarily with 800G links. That makes its availability a live constraint rather than a roadmap question — the fabric that lashes accelerators together is only as fast as the optics feeding it, and this is the grade doing that work at volume.

Because it is the volume generation, any tightness here translates directly into slower scale-out — deployment stalls no matter how many chips or wafers exist upstream. The exposure runs through a cluster of module and assembly specialists: Eoptolink, Applied Optoelectronics and Accelink on the optical side, Celestica and Jabil on assembly, with Nokia also carrying the grade. Their supply cadence effectively paces how fast new capacity comes online.