Semianalysis wrote how 800V DC and photonics are getting pushed back few years but it doesn't look like it's true.
Switches (spectrum) are already being delivered (https://www.taipeitimes.com/News/biz/archives/2026/06/04/2003858481) and performance improvements are insane https://macroplane.com/blog/co-packaged-optics.
every hyperscaler and neocloud needs optics to interconnect for multi-node training or serving large models. If you don't have fast interconnection it means you have to keep moving your customers around to win the "tetris".
Afaik google uses all optics across their datacenters so they can assemble virtual clusters that are interconnected without interrupting/moving workloads around.
What are your thoughts?
