Google reviews five TPU generations: an architecture set in 2017 survived the Transformer takeover and scaled 3600x. For optical readers, the key line: OCS, one of only two designs still unique to TPU, is what keeps a near-10K-chip machine alive, schedulable and deployable in stages. Power has now replaced cost as the new ceiling.

Google's real signal this quarter isn't EPS but another CapEx increase and the Virgo Network. The optical interconnect front is extending from inside the rack to between data centers. Why this is the firmest demand floor for optical modules, DCI and the CPO supply chain over the next two years.