CPO/NPO adoption starts in network switches first, not XPUs, analyst notes
BenBajarin · x · 2026-10-16
Analyst Ben Bajarin argues most people misjudge NPO/CPO timing because the technology deploys first in network switches. Getting the timeline right requires knowing attach rates there and the number of connections per switch per rack. It will only reach XPUs/GPUs much later, introducing an entirely new set of challenges.
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