ECOC takeaways: CPO/NPO interconnect race still wide open, few can execute at scale
BenBajarin · x · 2026-09-30
Ben Bajarin of Creative Strategies reports that industry contacts attending ECOC agree CPO/NPO (co-packaged/near-packaged optics) remains the "wild wild west" with the race still anyone's game. He frames the contest as one over compute "domains" — where interconnect is the determinant of domain size — and notes only a short list of companies can execute this at scale, underscoring interconnect as the decisive bottleneck in scaling AI compute.
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