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What the OCI MSA didn't solve for AI scaling

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Earlier this spring, AMD, Broadcom, Meta, Microsoft, NVIDIA, and OpenAI formed the Optical Compute Interconnect Multi-Source Agreement (OCI MSA) to bring coherence to AI infrastructure and establish a specification for co-packaged optics (CPO) scale-up networks. The architecture they aligned on is a slow and wide non-return-to-zero (NRZ) modulation paired with wavelength-division multiplexing. OCI GEN1 supports four wavelengths at 50 Gbps per channel, delivering 200 Gbps per direction per fiber, and the roadmap scales to 1.6 Tbps per fiber per direction.

This consortium settled the architectural debate over the direction of networking in AI.

The specification defines the first step in the architecture, but leaves the harder question open: How bandwidth continues to scale, and what comes after four wavelengths. The roadmap calls for adding wavelengths on the same fiber infrastructure to grow bandwidth, but does not specify which manufacturing approach will deliver them.

The road to more wavelengths is the...

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