更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 USA | Communications Technology Equity Research OFC Recap – Bandwidth Needs Scale Up by Order of Magnitude The massive expansion in bandwidth fueled by AI is driving both capacity expansion as well as innovations in bandwidth density. Roadmaps suggest an order of magnitude increase in optical bandwidth to support Scale Up networking. The key focus across the entire conference was the need for more bandwidth. Scale Up networking requires an order of magnitude more bandwidth vs. S ...