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Recently, NVIDIA launched the Spectrum-XGS Ethernet accelerator to improve the communication performance of multi-GPU and multi-node setups, enabling predictable performance for remote AI clusters. This news has sparked interest in Optical Circuit Switches (OCS), as they are seen as more suitable for upper-layer network switching in data centers due to their high number of ports, large bandwidth, low latency, and low energy consumption. It is believed that OCS could significantly increase GPU chip utilization efficiency in intelligent computing clusters by replacing traditional electrical switches. With NVIDIA's development of cross-regional scaling technology and Google's pioneering example in optical switch market penetration, the market share of optical switches is expected to rapidly increase.
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