Ling Yun Guang: Rumors that Google placed a large OCS order with Polatis are not true
2026-11-05 17:38:26
According to CoinMeta, Ling Yun Guang stated during the on-site visit that the rumor regarding "Google placing a large OCS order with Polatis and having the company manufacture it on their behalf" is not true. Ling Yun Guang pointed out that the company is currently discussing an overall solution for "embodied intelligent data collection + robot bodies" with leading manufacturing clients. The revenue from embodied intelligence-related business is currently small and does not have a significant impact on the company's current operating performance, and there is uncertainty regarding the progress of future developments. The company serves as an agent for Polatis in China and Southeast Asia, responsible for market development, sales, and customer service of related products, and is not involved in production outsourcing at this time. In terms of business progress, OCS has already achieved small-scale orders in the automated testing scenarios of domestic optical module and optical device manufacturers. The large-scale application of OCS in data centers depends on network architecture upgrades, and large-scale applications in the domestic market will take some time to realize.
Source:Jin10 Data
This content is for market information only and does not constitute investment advice.
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