{"id":7380,"date":"2026-04-23T15:54:31","date_gmt":"2026-04-23T07:54:31","guid":{"rendered":"https:\/\/witology.com.tw\/?p=7380"},"modified":"2026-04-23T15:54:31","modified_gmt":"2026-04-23T07:54:31","slug":"_ai-ofc-msa","status":"publish","type":"post","link":"https:\/\/witology.com.tw\/en\/post\/7380\/","title":{"rendered":"April_AI Optical Newsletter\uff5cOFC Three Optical Interconnection Protocols MSA on the Same Day: Landscape Reshaping Analysis"},"content":{"rendered":"<p>Author: Mr. Lin Weizhi, Executive Vice President, Ji-Pu Industrial Trend Research Institute<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewbox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewbox=\"0 0 24 24\" version=\"1.2\" baseprofile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/witology.com.tw\/en\/post\/7380\/#%E6%9E%B6%E6%A7%8B%E5%AE%9A%E7%BE%A9%EF%BC%9A%E4%B8%89%E5%A4%A7%E8%B7%AF%E7%B7%9A%E7%9A%84%E6%9C%AC%E8%B3%AA%E5%B7%AE%E7%95%B0\" >Organizational Definition: The Essential Differences among the Three Major Routes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/witology.com.tw\/en\/post\/7380\/#%E8%AA%B0%E6%9C%83%E5%8F%97%E5%88%B0%E8%A1%9D%E6%93%8A%EF%BC%9F%E5%BD%B1%E9%9F%BF%E7%AF%84%E7%96%87%E5%88%86%E6%9E%90\" >Who will be affected? Impact Scope Analysis<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/witology.com.tw\/en\/post\/7380\/#%E4%BE%9B%E6%87%89%E9%8F%88%E5%BD%B1%E9%9F%BF%EF%BC%9A%E6%AD%A3%E5%8F%8D%E5%85%A9%E9%9D%A2%E8%A1%9D%E6%93%8A%E8%A7%A3%E6%9E%90\" >Supply Chain Impact: Positive and Negative Impact Analysis<\/a><\/li><\/ul><\/nav><\/div>\n\n<p>At the OFC (Optical Fiber Communications Conference) held in San Diego last month, it was rare that three differently positioned MSAs (Multi-Source Agreement) were simultaneously announced in the same exhibition period, XPO, OCI, and Open CPX. I think the significance of MSA is much more than a technical specification document, but an industry signal that when a hyperscaler is ready to purchase a certain technology on a large scale, there will be a business incentive for many vendors to sit down and work together to formulate a standard, so that the buyer can freely choose among multiple vendors without being bound by a single vendor. Therefore, the birth of MSA means that \"something is really going to be purchased in large quantities\". Therefore, a list of the three MSA agreements is as follows<\/p>\n<ul>\n<li>OCI (Optical Compute Interconnect) -<strong>A client-driven revolution in underlying protocols:<\/strong>Initiated by AMD, Broadcom, Meta, Microsoft, VIDIA, and OpenAI, the OCI-defined Scale-Up scenario is expected to have a hierarchical structure in terms of light source technology: VCSELs or MicroLEDs will lead the way in short-range racks (&lt;50m), replacing copper cables with very low pJ\/bit efficiency; and silicon photonics with CW external lasers will take over for the longer cross-rack segments. The longer distance cross-rack segment will be undertaken by silicon photonics with CW external laser solution. These two technology directions represent the specific paths of the &quot;copper to light&quot; inflection point in the Scale-Up scenario - VCSELs are already in mass production in Broadcom NPOs (~1 pJ\/bit), and MicroLEDs are being promoted by Avicena (&lt;1 pJ\/bit), with lower but still evaluating kit stage power consumption. MicroLEDs are being pushed by Avicena (&lt;1 pJ\/bit) with even lower power consumption but are still in the evaluation kit stage. However, the exit of copper will not be a one-size-fits-all event, as NVIDIA itself is a founding member of OCI and the largest beneficiary of the NVLink copper ecosystem, and in this capacity, NVIDIA is the largest beneficiary of the NVLink copper ecosystem.<div class=\"su-members\" style=\"background-color:#ffffff;border-color:#cccccc;color:#666666\">For more details, please register or log in.<a href=\"\/log-in\/\">Member Login<\/a>.<\/div>","protected":false},"excerpt":{"rendered":"<p>\u4f5c\u8005\uff1a\u667a\u749e\u7522\u696d\u8da8\u52e2\u7814\u7a76\u6240\u57f7\u884c\u526f\u7e3d \u6797\u5049\u667a \u4e0a\u500b\u6708\u5728\u7f8e\u570b\u5728\u8056\u5730\u7259\u54e5\u8209\u884c\u7684 OFC\uff08Optical Fiber C [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":7383,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"rank_math_title":"","rank_math_description":"","rank_math_focus_keyword":"MSA,DSP,XPO,OFC,\u77fd\u5149","rank_math_robots":"","footnotes":""},"categories":[52],"tags":[],"class_list":["post-7380","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tech"],"_links":{"self":[{"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/posts\/7380","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/comments?post=7380"}],"version-history":[{"count":1,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/posts\/7380\/revisions"}],"predecessor-version":[{"id":7384,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/posts\/7380\/revisions\/7384"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/media\/7383"}],"wp:attachment":[{"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/media?parent=7380"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/categories?post=7380"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/tags?post=7380"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}