Copper cables will replace optical modules
At the GTC 2026 conference, Nvidia CEO Jensen Huang explicitly corrected the market misconception of "optics replacing copper," stating that copper cables remain indispensable inside AI server racks due to their physical advantages like zero power consumption and low latency, while. But there is still plenty of copper wiring lurking within data centers, presenting a ripe opportunity for optical vendors like Corning. Global data center power consumption, which hovered around 60 GW in 2023, is projected to surge to 219 GW by 2030, underscoring the transformation driven by AI's exponential demands. This 165% increase is unprecedented outside the emergence of cloud computing itself. Startups are unveiling demonstrations of how GPUs can shed their copper interconnects, replacing them with optical links. Copper struggles with signal attenuation and crosstalk, and these issues get worse as you push higher data rates or longer cable runs. Copper has long been the backbone of electronic interconnections due to its excellent electrical conductivity and relatively low.
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