Optics Scaling Slower Than Expected Due to Manufacturing Challenges
BenBajarin · x · 2026-08-19
A new report from Diligence Stack argues that optical adoption will scale slower than market expectations. While architectures point to more optics per compute unit, manufacturing remains the bottleneck for NPO and CPO through at least 2028. The lack of standardization and the need for specialized co-design indicate an immature ecosystem. Qualified output, rather than demand, will anchor the timeline for increased optical attach rates.
Related event: Optical Interconnect Rollout to Lag as Manufacturing Bottleneck Persists(2 posts)→
More from Infra
- Prediction: Opus 5.5-level models on laptops by 2027, backed by Qwen 27B data — cephaloform · 2026-10-16
- Oracle down 12% in a week, nearly 50% off June high as OpenAI exposure spooks market — alvelda · 2026-10-16
- US data center moratoriums top 400 — an AI bull explains why they're actually good for AI — kevinsxu · 2026-10-16
- Microsoft Research unveils Magnetar, the fastest zkVM at 10-39x speedups and post-quantum security — jedisct1 · 2026-10-16
- Bonsai 2 2B hits 120 tok/s on iPhone 18 Pro, outpaces Qwen 3.5 2B at half the memory — cephaloform · 2026-10-16
- Samsung cuts Q4 phone output as Nittobo shifts E-glass to AI-chip T-glass — zephyr_z9 · 2026-10-16