Yes,
And Infinera knows that DCI needs to catch up with Telco
Please have a look at:
Strategies to architecting ultra-efficient data centers by Vinay Rathore Sr. Director, Cloud & Data Center Marketing
https://www.ptc.org/assets/uploads/papers/ptc15/Slides_Rathore_Vinay.pdf
They do acknowledge that a PIC as to get into the datacenter and that this a market driven demand.