The optical switch market is growing rapidly, with many A-share companies' related businesses shining.

Recently, NVIDIA launched Spectrum-XGS Ethernet, accelerating the communication performance of multi-GPU and multi-node, thus achieving predictable performance of AI clusters in remote areas. As a result of this news, the concept of optical switches has gained popularity. It is believed within the industry that due to its characteristics of high number of ports, large bandwidth, low latency, and low energy consumption, optical switches are more suitable for upper layer network switching in data centers, and may replace traditional electrical switches in intelligent computing clusters, significantly improving the efficiency of GPU chip utilization. With the development of NVIDIA's cross-regional expansion technology and Google's pioneering example, the market penetration rate of optical switches is expected to rapidly increase.