OCP signals NPO is a 2028 story and CPO later, says analyst Ben Bajarin

BenBajarin · x · 2026-10-15

Analyst Ben Bajarin says OCP has double-confirmed the timeline from his reports this year: NPO is a 2028 story and CPO comes later still, with low attach rates even in early scale years — a reality check for data-center optical interconnect expectations.

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