NVIDIA recently launched Spectrum-XGS Ethernet, accelerating multi-GPU and multi-node communication performance, enabling predictable performance for remote AI clusters. This news has catalyzed the rise of the optical circuit switch (OCS) concept. Industry experts believe that due to their high port count, high bandwidth, low latency, and low energy consumption, optical switches are ideal for upper-layer network switching in data centers. They are expected to replace traditional electrical switches in intelligent computing clusters, significantly improving GPU chip utilization. With NVIDIA's scale-across technology development and Google's pioneering efforts, the market penetration of optical switches is expected to increase rapidly. Market research firm QYResearch predicts that the global optical switch market will reach US$2.02 billion by 2031, with a compound annual growth rate of 16.3% over the next few years. Currently, leading international companies such as Google and Coherent are key players in the optical switch industry. Domestically, Huawei and New H3C, a subsidiary of Tsinghua Unigroup, have released optical switch products. Several A-share listed companies, such as Taclink, Tengjing Technology, and Saiwei Electronics, are actively developing their presence in the optical switch industry chain.