OCI MSA shifts AI interconnects to optics

The piece is deliberately surreal, but the phase-transition thesis is real: once bandwidth, heat, and signal loss become the bottleneck, the market starts selecting for optics.

• –Broadcom says the OCI MSA is meant to create a plug-and-play, multi-vendor optical scale-up spec for AI infrastructure.
• –The hardware stack is moving beyond switches and GPUs into optics, SerDes, retimers, co-packaged optics, and 1.6T/3.2T transceivers.
• –This is an ecosystem story as much as a speed story; optics only becomes the default if vendors can interoperate at scale.
• –For AI builders, network architecture is becoming part of model economics, not an afterthought.