Optical Circuit Switching (OCS)

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摩根士丹利:下一代光学技术-光路交换、光电共封装和线性驱动可插拔光模块
摩根· 2025-06-17 06:17
June 16, 2025 04:01 AM GMT Telecom & Networking Equipment | North America M Foundation Next-Gen Optical Technologies: OCS, CPO and LPO, Oh My As power and reliability needs grow, advanced AI networks will eventually demand next-gen optical technologies. These technologies solve for different problems, but all have unique challenges to implementation. Continue to see linear adoption before CPO or OCS, though monitoring OCS adoption. Key Takeaways No easy solutions, but lots of hard ones. The $8bn optical tra ...