Morgan Stanley on CPO:
What are the Transmission Approaches As Industry Eventually Hits "Copper Wall"?"Co-packaged optics (CPO) is emerging as a critical architectural shift for AI datacenter networking, driven by the rising power, bandwidth, and density constraints of traditional pluggable optical modules""Reduced interconnect power is the most tangible near-term benefit, with CPO potentially lowering optical interconnect power consumption by roughly 50-80%""Key participants include Broadcom and NVIDIA in switch platforms, Lightmatter, Ayar Labs, Marvell/Celestial AI, and POET in optical engines and photonics, TSMC, GlobalFoundries, and Tower in silicon photonics foundry capacity, and Lumentum, Coherent, and Sivers in laser supply."
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