What the OCI MSA didn't solve for AI scaling

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,