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![[CPO Deep Dive 6/6] Every CPO Player's Roadmap: Beyond the Big Four, a Whole Line of Challengers](https://static.wixstatic.com/media/82206f_f99a8aaeccdc44dc89a8074453059337~mv2.png/v1/fill/w_1773,h_1000,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/82206f_f99a8aaeccdc44dc89a8074453059337~mv2.png)
![[CPO Deep Dive 6/6] Every CPO Player's Roadmap: Beyond the Big Four, a Whole Line of Challengers](https://static.wixstatic.com/media/82206f_f99a8aaeccdc44dc89a8074453059337~mv2.png/v1/fill/w_1220,h_688,fp_0.50_0.50,q_95,enc_avif,quality_auto/82206f_f99a8aaeccdc44dc89a8074453059337~mv2.png)
[CPO Deep Dive 6/6] Every CPO Player's Roadmap: Beyond the Big Four, a Whole Line of Challengers
CPO is a bet on more than a dozen paths: the Big Four enter via scale-up, switch silicon, custom engines and optical I/O, while challengers stake out optical I/O chiplets, photonic interposers and microLEDs. But they share one supply chain — great specs don't guarantee a path to volume. This is a CPO scorecard.
2 days ago
2026 OCP APAC Summit | Ayar Labs | Mark Wade | Demand Needs 10x, Supply Gives 2x: The 5x Gap Pushing Optical Interconnect Onstage
Token demand wants 10x a year while supply delivers only 2x, and the compounding 5x gap can only be closed by architecture. Ayar Labs CEO Mark Wade's key line at OCP APAC wasn't about CPO but this: the unit of adoption shrinks from a whole rack to a single chassis.
2 days ago
Articles: Blog2
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