In this update to our OCS report we cover more vendors and technologies, investigate additional applications, and update our market forecast. This 4Q25 report is a continuation of and update to Cignal AI's previous OCS reports. Hopeful vendors are jockeying for position as hyperscalers evaluate new data center switching options that could drastically reduce power needs and smash a critical bandwidth bottleneck. Optical Circuit Switches (OCS) by Application (Telecommunications, Data Communications), by Types (Robotic Switching, 3D-MEMS, Beam Steering), by North America (United States, Canada, Mexico), by South America (Brazil, Argentina, Rest of South America), by Europe (United Kingdom, Germany, France. The Open Compute Project Foundation (OCP), the nonprofit organization bringing hyperscale innovations to all, today announced the formation of a new Optical Circuit Switching (OCS) Subproject. The exponential growth of artificial intelligence (AI) and machine learning (ML) workloads is pushing the limits of traditional data center networks.
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