October 9, 2026 04:01 AM GMT Telecom & Networking Equipment | North America OCP Preview: A Look into Cloud DC Design Weather Patterns OCP should provide greater clarity on directions of hyperscaler AI networking designs and the path toward NPO/CPO adoption. Given positive moves across the space in the past couple of weeks, more muted on stock moving impacts. We will be attending the Open Compute Project (OCP) Conference in San Jose next week. Key Takeaways Hyperscaler discussions should provide greater clar ...