Photonics: OCS Roadmaps and Market Dynamics (Pt.4)

19 min · 24 Jul 2026

OCS roadmaps are splitting by workload: high-radix MEMS for scale-out and training, lower-latency silicon photonics for inference scale-up. Part 4 examines Google’s V8i push, NVIDIA’s dual CPO+OCS approach, market growth to $2.5B+, and whether microLED can solve short-reach constraints.

Portfolio Rebalance: Capturing the Next Phase of AI Infrastructure Buildout (Pt.2)

Part 2 of the rebalance deepens the focus on power electronics for 800V DC architectures, sharpens photonics conviction around hybrid bonding and space optics, and refines the neocloud and software allocations toward the highest-asymmetry names in the AI value chain.

31 min read 21 Jul 2026

32 min read 13 Jul 2026

Photonics: Deep Dive into OCS Architectures (Pt.3)

Part 3 examines the four leading Optical Circuit Switching technologies — MEMS, LCoS, Piezo/DBS, and Silicon Photonics — comparing their physical constraints, manufacturing realities, and long-term strategic positioning in AI infrastructure.

12 min read 06 Jul 2026

Portfolio Rebalance: Capturing the Next Phase of AI Infrastructure Buildout (Pt.1)

In our latest quarterly review, we rotate toward under-appreciated capacity resolvers across foundry, back-end, photonics, and power as the AI buildout enters its next phase.

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