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...
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