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