A CITIC Securities research report highlights a fundamental rule in the business sector: demand dictates supply. The advent of large AI models is catalyzing shifts across the industry chain. Notably, large-scale computing power clusters leveraging Optical Circuit Switching (OCS) technology offer significant advantages over traditional IB and RoCE technologies, boasting high bandwidth, low latency, and cost-effectiveness. Consequently, OCS is projected to emerge as the dominant technology route for AI infrastructure, fostering innovation throughout the optical communications industry chain. Investors are advised to keep a close eye on OCS machine and Original Equipment Manufacturer (OEM) providers, as well as OTN equipment manufacturers. Within the realm of core components, optical MEMS foundries and Liquid Crystal on Silicon (LCoS) producers merit particular attention. Additionally, in the optical components sector, the markets for optical circulators and micro-ring modulators present promising opportunities worth exploring.