The optical switch market is growing rapidly, with several A-share companies showing impressive performance in related businesses
近日，英偉達推出 Spectrum-XGS 以太網，加速了多 GPU 和多節點的通信性能，從而實現可預測異地 AI 集羣的性能。受此消息催化，光交換機（Optical Circuit Switches，OCS）概念站上風口。業內認為，由於端口數多、帶寬大、低時延、低能耗等特性，光交換機更適用於數據中心的上層網絡交換，有望在智算集羣中替代傳統電交換機，顯著提升 GPU 芯片利用效率。隨着英偉達跨區域擴展（scale-across）技術發展、谷歌的率先垂範，光交換機的市場滲透率有望快速提升。
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