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Milk Road AI Twitter · Milk Road AI (@MilkRoadAI) · 2026-05-28
NVIDIA asked its supply chain to scale indium phosphide laser capacity 20x by 2030, but vendors only committed to 12x, leaving Datacom supply projected to remain 50% short of demand even after that expansion.
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Extraction
Topics: ai-infrastructureoptical-networkingnvidiasupply-chain-constraintsdatacom
Claims
- NVIDIA requested a 20x increase in InP laser capacity from its supply chain between 2025 and 2030.
- Supply chain vendors pushed back and agreed only to a 12x capacity increase.
- Even under the conservative 12x scenario, Datacom supply will remain approximately 50% below demand at the end of 2030.
Key quotes
Even the conservative scenario has Datacom supply still 50% behind demand exiting 2030, after a 12x increase in capacity.