CPO summit takeaway: no single optical interconnect solution will win as AI scales
BenBajarin · x · 2026-09-16
Analyst Ben Bajarin shares the most important takeaway from the CPO summit at AI Infra: as optics scale, no single source or single solution is likely to prevail. All forms of optical interconnect will likely be used to meet scale-up (intra- and inter-rack), scale-out, and scale-across demands.
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