In the midst of an increasingly fierce AI competition landscape, Google has forged a computational edge through "full - stack" innovation. As Zhongtai Securities highlights, the essence of the "Google Chain" craze lies in the all - encompassing adoption of OCS (Optical Circuit Switching) optical switching technology.

By seamlessly integrating its in - house developed TPU (Tensor Processing Unit) chips with OCS technology, Google has shattered the bottlenecks in energy efficiency and scalability that have long plagued traditional data centers. In doing so, it has set the benchmark for next - generation intelligent computing network architectures.

The soon - to - be - unveiled TPU v7 promises significantly upgraded performance. By 2026, it is projected to become the cornerstone of the global self - developed ASIC (Application - Specific Integrated Circuit) market, thereby fueling the demand for 1.6T optical modules.

Google's introduction of OCS technology is a strategic move to tackle the power consumption and efficiency challenges that arise during large - scale expansions. By constructing a dynamic photonic network, it bypasses the cumbersome "optical - electrical - optical" conversion process. This not only boosts network performance but also cuts down on costs.

Google's mainstream Palomar OCS, which is built on the MEMS (Micro - Electro - Mechanical Systems) solution, has sparked a demand for unique hardware components. This includes customized optical modules and core optical parts, presenting fresh growth opportunities for the entire optical communication industry chain.

The industry is now entering a dual - boom phase, driven by both technological progress and surging demand. However, a word of caution: the market is not without risks, and investors should proceed with due diligence.