“Over the past year, OCS in the datacenter has expanded from a singular Google project to a multi-vendor market with real deployments, purchase orders, and a credible path to multi-billion-dollar annual sales,” said Scott Wilkinson, Lead Analyst for Optical Components at Cignal AI.
“The revised forecast, the number of active vendors, and the breadth of operator evaluations make it clear that optical circuit switching will be a foundational technology for large-scale AI systems rather than a niche option.”
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