Cignal AI has updated our forecast for Optical Circuit Switch (OCS) addressable market size to reflect ongoing dialogue with industry contacts and internal analysis.
2025 results are updated and the forecast is now 3x higher for 2026 and greater than 40% higher for 2029 than the one published earlier (see Optical Circuit Switching Market – 4Q25). The primary driver for these increases is the expected growth in Google’s TPU-based AI deployments.
Details of the updated forecast:
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