The optical switch market is growing rapidly, with several A-share companies showing impressive performance in related businesses

Recently, NVIDIA launched Spectrum-XGS Ethernet, accelerating the communication performance of multi-GPU and multi-node setups, thereby achieving predictable performance for remote AI clusters. Catalyzed by this news, the concept of Optical Circuit Switches (OCS) has gained momentum. Industry insiders believe that due to characteristics such as a high number of ports, large bandwidth, low latency, and low energy consumption, optical switches are more suitable for upper network switching in data centers and are expected to replace traditional electrical switches in intelligent computing clusters, significantly improving GPU chip utilization efficiency. With the development of NVIDIA's scale-across technology and Google's pioneering example, the market penetration rate of optical switches is expected to increase rapidly