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“The JD directly names 'co-packaging solutions' as a core use case alongside 400G to 1.6T+ bandwidth scaling.”
@damnang2
Intel's IPS division is building a CPO/silicon photonics platform for AI datacenters — a stealth pivot the market hasn't priced in.
INTCLONG@ $134.14
$88.41-34.09%
since call Jun 21
“The JD directly names 'co-packaging solutions' as a core use case alongside 400G to 1.6T+ bandwidth scaling.”
@damnang2
AI datacenter CPO buildout is pulling optical component makers into a multi-year supply squeeze, with Coherent doubling output and still running short.
COHRLONG@ $393.05
$257.87-34.39%
since call Jun 21
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