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Andrew Schmitt

Andrew Schmitt

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Founder, Cignal AI; optical/transport, 800G/terabit, 5G backhaul.

Nvidia CPO's Distinct Architecture Demands Error‑rate Focus over Meta Hype
Social•Mar 16, 2026

Nvidia CPO's Distinct Architecture Demands Error‑rate Focus over Meta Hype

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.

By Andrew Schmitt
CPO Is Inevitable, Not Imminent, Now Echoed by Cisco
Social•Mar 16, 2026

CPO Is Inevitable, Not Imminent, Now Echoed by Cisco

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

By Andrew Schmitt
Meta Reports 10× Reliability Boost After Fixing Gen 1 Issue
Social•Mar 16, 2026

Meta Reports 10× Reliability Boost After Fixing Gen 1 Issue

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...

By Andrew Schmitt