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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
OFC 2026 - 16-Wavelength 800-Gbps Bidirectional Silicon Photonics Interconnect - Lightmatter
Silicon photonics leader Lightmatter unveiled microring-based 800G/1.6T interconnect technology at OFC 2026. It tackles thermal compensation in AI compute environments and, through 3D-stacked packaging and integration with the TSMC/ASE ecosystem, marks a new milestone for silicon photonics commercialization.
2 days ago
2026 OCP APAC Summit | Lightmatter | Bijan Nowroozi | Half of AI Compute Is Waiting on the Network: CPO Goes from Proprietary to Open, Spec Due in Q4
More than half of an AI training cluster's compute sits waiting on the network, and beyond 448G copper only reaches 25 cm. CPO's technical risk has been retired; the real fight is now over who writes the interface spec. 19 companies, a 300-page white paper, a spec due in Q4 2026 — Taiwan's supply chain is on the list, but in which seat?
2 days ago
Articles: Blog2
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