Citi Sees $11 Billion Optical Networking Boom Driven By Google, Nvidia

Source: Investor's Business Daily · 2026-09-28T11:42:25+00:00

With investors anticipating the next-gen GPU platform for Nvidia stock, Citi forecasts an $11 billion optical switching market by 2030.

BestAIBroker analysis

Finance-aware sentiment: positive (+0.50 on a -1 to +1 scale).
Event classification: OTHER.
Market importance score: 44/100, weighting entity relevance, source credibility, multi-outlet coverage and recency.
Symbols referenced: NVDA, GOOG, GOOGL, LITE, COHR, OCS.