Intel's SiPho Success Prompted
Yes. Intel SiPho so radically successful they offed the business to Jabil and all the people left. There is a reason the OFC slide is from 2024, and not 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...
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
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...