Industry heavyweights AMD, Broadcom, Meta, Microsoft, NVIDIA, and OpenAI have banded together to form the Optical Scale-up Consortium (OSC).
The alliance aims to establish an open specification for optical interconnects — technology that is essential for scaling AI computing efficiently across data centres.
Its focus is on developing interoperable, high-performance optical interconnect standards that can handle the massive data and compute requirements driven by today’s large-scale AI models.
By creating an open specification, the group seeks to reduce fragmentation, foster innovation across the supply chain, and enable faster deployment of AI systems at scale.
This collaboration marks an important shift in the AI ecosystem. As model sizes and training workloads multiply, traditional electrical interconnects have become a limiting factor for performance and energy efficiency.
The move toward faster, more energy-efficient and scalable optical technology reflects how major players are now aligning around foundational infrastructure, not just model development.
