The expansion of infrastructure for AI computing power has significantly spurred the demand for high-speed optical interconnects. This trend has positioned the optical communication sector to enter a thriving phase characterized by "surging volumes and prices." Since August, segments like optical fibers and Co-Packaged Optics (CPO), along with several related individual stocks, have experienced notable gains. NVIDIA's introduction of Spectrum-X, the world's inaugural 200G/lane CPO Ethernet switch system, which has now commenced full-scale mass production, outperforms traditional solutions in several key areas. It excels in the number of lasers employed, power consumption efficiency, optical loss reduction, and signal integrity maintenance, thereby injecting fresh vitality into the market performance of the optical communication sector.