CPO manufacturing is becoming more productive, with automation lifting throughput roughly five- to sixfold in optical-component assembly and testing, according to a SPIL executive cited by DIGITIMES. SPIL, part of ASE Technology $ASX, packages and tests chips and works with NVIDIA on co-packaged optics. The executive described early production lines processing fewer than 10 units per hour. Automation has since improved throughput, with a longer-term goal of reaching triple-digit hourly output. Current CPO demand remains concentrated in scale-out networks connecting servers. The executive said manufacturers can still accommodate that demand despite the remaining manual work in assembly and testing. Broader adoption in scale-up networks linking accelerators brings another challenge: whether today’s CPO architectures can meet those requirements. Designs vary across customers and product generations, making manufacturing processes difficult to replicate. For us, the next question is how much of the automation and production experience from today’s scale-out products can carry over to the designs customers choose for scale-up. $ASX $NVDA

CPI early next week will matter more than NFP tomorrow but both a bit downgraded as market looking to the medium term and odds of a capex bust. Either way, not a bad time to hedge for a strong CPI here with Dec hike odds down to 75%

CPI-measured inflation fell sequentially each year Biden was president. The opposite may be true under Trump. If so, worsening affordability means Democrats win the White House in 2028 and increase their majority in Congress, perhaps reaching a filibuster-proof 60 Senate seats.

CPTSD is crazy because you notice every shift in someone’s tone, every change in their energy, every little detail others miss. you can sense danger before anyone else does, but even when everything is fine, your brain struggles to believe you’re safe.

CPO Reliability Is Moving From Debate to Data Morgan Stanley's Oct. 16 OCP recap cites $META's more mature lab systems showing a 6x improvement in interruption rates versus pluggables and zero non-serviceable failures across 1.35 million system-hours. LightCounting projects CPO/NPO together at 75% of 3.2T port shipments in 2031. $LITE says its ELSFP laser module is already in production. Laser placement matters because serviceability, thermal isolation and supplier content vary by design. MS sees optical adoption supporting $LITE and $COHR, with more testing demand for $KEYS. These lab results are platform-specific; broader adoption still depends on qualification and customer deployments.

#CPO# #NVIDIA#'s Optics on Interposer moves optical engines from the package substrate to the interposer, which could raise bandwidth density and cut power. Nikola Nedovic presented it at #SEMICONWest# 2026; NVIDIA says a prototype exists. $NVDA #OOI#