Microsoft Certifies 3M Optical Link for Azure, Targeting Up to $50 Million Revenue
Updated
Updated · CNBC · Jul 21
Microsoft Certifies 3M Optical Link for Azure, Targeting Up to $50 Million Revenue
3 articles · Updated · CNBC · Jul 21
Summary
Microsoft approved 3M's expanded beam optical connectivity for Azure data centers after several years of testing, giving the industrial group a foothold in AI infrastructure.
3M says the fiber technology cuts hyperscaler installation time by 85% and resists dust and vibration better than traditional point-to-point fiber links, addressing AI-driven demand for faster network deployment.
Brown told investors the business should generate $40 million to $50 million this year and could grow to as much as five times that over the next several years.
3M estimates the addressable market at about $1 billion in 2026, rising to roughly $2 billion by 2028, and plans to double production this year and again within 12 to 18 months.