Arista posted its first-ever $3B quarter and raised full-year guidance for the third time this year to $12.6B. The real signal isn't AI: it's the return of a core business once criticized as "too flat," and a supply chain that went from complaining to delivering. The battleground is shifting from scale-out to scale-across.

AI infrastructure's next bottleneck isn't compute but connecting distributed compute with optics. With the three AICC models, NTT and OCP move DCI from a supporting role to center stage. Is this a tailwind for Taiwan's optical supply chain, or still far off? Three signals to watch.

iPronics turns silicon photonics OCS architecture selection into a computable graph-theory benchmark. Verdict: Double Dilated Benes is today's practical 128×128 design, while Dilated Banyan performs best but hits the reticle limit. The question is no longer whether SiPh OCS can scale, but which architecture to pick.