Articles by tag: silicon-photonics

CPO Technology Nvidia: Death of Optical Modules and the Future of AI Infrastructure

Nvidia has launched mass production of CPO switches. Analytics: how silicon photonics is destroying the optical transceiver market, who will win and lose. Read.

Nvidia CPO Switch: Mass Production of Spectrum-X and Supply Chain Revolution

Analysis of mass production of Nvidia Spectrum-X CPO switches: why it kills the optical modules market, who wins and loses, hidden consequences for the supply chain.