近日英伟达推出Spectrum-XGS以太网加速了多GPU和多节点的通信性能从而实现可预测异地AI集群的性能。受此消息催化光交换机（Optical Circuit SwitchesOCS）概念站上风口。业内认为由于端口数多、带宽大、低时延、低能耗等特性光交换机更适用于数据中心的上层网络交换有望在智算集群中替代传统电交换机显著提升GPU芯片利用效率。随着英伟达跨区域扩展（scale-across）技术发展、谷歌的率先垂范光交换机的市场渗透率有望快速提升。
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