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electronics-engineering analysis

By lens · 1 takes across the edition

Assesses where co-packaged optics stands in 2026, the technology is moving from demo to commercial deployment as copper interconnect hits reach and power limits at scale, with Nvidia integrating photonics into switches and Ethernet CPO arriving second half 2026.

“Copper interconnect is hitting reach and power limits at AI scale; co-packaged optics moves from demo to commercial deployment through 2026.”