TFA says that the motivation for the urgency of the standards are facts like:
> Earlier this month, Lumentum Holdings told Bloomberg that its optical components are “completely sold out” through to 2029, and it won’t be able to meet demand for some products between now and 2028.
With standardized interfaces, thus with interchangeable components from multiple suppliers, it is hoped that the shortages will be less severe.
As for memories, the shortages in optical networking components are caused by the AI datacenters and also by the fact that "China is a major producer of indium phosphide" and it might impose export restrictions as a reaction to the US "sanctions".
> Earlier this month, Lumentum Holdings told Bloomberg that its optical components are “completely sold out” through to 2029, and it won’t be able to meet demand for some products between now and 2028.
With standardized interfaces, thus with interchangeable components from multiple suppliers, it is hoped that the shortages will be less severe.
As for memories, the shortages in optical networking components are caused by the AI datacenters and also by the fact that "China is a major producer of indium phosphide" and it might impose export restrictions as a reaction to the US "sanctions".