Interesting development for AI Data Centers.
OCS (Optical Circuit Switch) is a data center switch technology which keeps data in the optical realm for longer and minimizes the amount of electro-optical conversion as a way to keep signal integrity and consume less power.OCS architectures can reduce the total amount of needed optical transceivers per data center. $Lumentum(LITE.US) $Coherent Corp.(COHR.US)To the best of my knowledge, $Alphabet - C(GOOG.US) is the only one currently adopting OCS at scale (link in next tweet) but $Microsoft(MSFT.US) is actively looking into it.Source: Chips & Wafers
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