One observation I have- everyone is mooning about the Meta data and it’s great. But the Nvidia CPO uses a totally different modulation architecture. The success of Broadcom at Meta is not a direct read through to Nvidia CPO. And no one is talking error rates, only FIT rates.
Cisco just based their whole presentation on my theme from a year ago that “CPO is inevitable but not imminent” - original article. https://t.co/mQzqMJLylu

Drew Alduino from Meta presented update on reliability of Broadcom Bailey gen 1 systems. 10x pluggables once a manufacturing issue with elsfp was isolated. 40M test hours. Gen2 hardware hasn’t failed enough yet to count even with more device hours...