Optical supply chain has never seen this kind of demand, OCP channel meetings confirm
BenBajarin · x · 2026-10-13
Analyst Ben Bajarin relays a takeaway from channel meetings at OCP: the optical supply chain has never seen this level of demand before. Many parts of the chain had never had to drastically ramp volumes and are now scrambling — indirect confirmation of how hard AI datacenter interconnect demand is pulling the supply chain.
More from Infra
- Rodolfo Rosini on 2040: cheap compute everywhere, devices jumping orders of magnitude — MikePFrank · 2026-10-13
- AI inference chips are a $225bn market: Vaire on why startups avoid silicon and its Nvidia-adjacent plan — MikePFrank · 2026-10-13
- Vaire CEO Explains Reversible Computing Chips That Recycle Energy Like a Tide Mill — MikePFrank · 2026-10-13
- China's $165B AI buildout rests on $11B model revenue and 4% of Nvidia's chip output — demian_ai · 2026-10-13
- New llama.cpp release adds multimodal model support and Metal performance gains — vboykis · 2026-10-13
- Broadcom optical roadmap: TH6 hits 102.4T in 2026, next-gen OCI by 2028 — firstadopter · 2026-10-13