CPO Will Dominate Scale-Up: Link Budgets For dB And $ Are Key


In the next five years, scale-up interconnects will transition from copper to optical interconnects — primarily co-packaged optics (CPO), with some near-packaged optics (NPO), and perhaps some vertical-cavitity-surface-emitting lasers (VCSELs). The demand for AI has become visibly real with Anthropic hitting a $47 billion annual run rate, followed closely by OpenAI and Google Gemini. Anthr... » read more

Data Center Thermal Management Improves


Thermal issues are plaguing semiconductor design at every level, from chips developed with single-digit nanometer processes to 100,000-square-foot data centers. The underlying cause is too many devices or services that require increasing amounts of power, and too few opportunities for the resulting heat to dissipate. “Everybody wants to try to do more in a small volume of space,” said St... » read more