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#

CPO testing is splitting into four stages, with different suppliers positioned at each: · Stage 1: PIC and EIC wafer sort to identify known-good dies. Vendors: Keysight, Teradyne, Advantest and TEL · Stage 2: Integrated-wafer electro-optical testing after dicing, thinning and placement. Vendors: Keysight, Anritsu, MPI, Advantest, ficonTEC and Teradyne · Stage 3: Optical-engine testing combining electrical, optical and thermal testing. Vendors: ADST, All Ring, GMT Global, ficonTEC and Chroma ATE · Stage 4: Final CPO module testing across electrical, optical, thermal and reliability performance. Vendors: Hon Precision, Chroma ATE, Teradyne and WinWay Integrated electro-optical testing is a key bottleneck. It must test electrical and optical performance simultaneously while handling alignment, warpage and thermal expansion The opportunity extends beyond ATE. CPO also needs probing, lasers, fiber coupling, optical inspection, precision alignment, thermal control and automation

CPO equipment is starting to see a shortage, according to HIWIN Technologies. The company warned that accelerated commercialization of SiPho has led to demand for packaging and testing equipment to explode, resulting in some key equipment and precision components to be in a shortage. > Orders for silicon photonics inspection equipment have seen a "surge" since the third quarter. > HIWIN recently received orders for thousands of sets from a leading international CPO equipment manufacturer, representing a nearly 30-fold increase compared to the entire previous year. > Current delivery time for precision motion and transmission components is about three months, and for positioning platforms it is about three to four months. > Demand for FAU fiber array units, miniature linear guides, linear motors and nanometer-level alignment platforms is increasing simultaneously. > Da Yin's (CPO equipment component manufacturer) overall order visibility is currently up to six months, and that of its silicon photonics positioning platform is even higher at nine months; HIWIN's silicon photonics inspection equipment visibility extends all the way to the second quarter of next year.

CPO overcomes the limitations of traditional copper and pluggable optics by enabling thousands of GPUs to operate as a single unified system with the bandwidth and latency needed for hyperscale AI infrastructure. Ayar Labs’ CPO solution:

CPO & 800V DC selloff — delayed, not dead 🙃 A SemiAnalysis report flagged timeline slips for two big AI trades. ➡️ Nvidia's native 800V DC pushed to 2028 ➡️ CPO mass production maybe slipping to 2028-2029 Both trades already ran high on hype. A credible report and

Our CPO @shyamnagarajan joined a panel at @lfdecentralized's Privacy for Financial Services Workshop in NYC last week. The takeaway? Banks don’t adopt ideas. They adopt solutions they can run, control and support.

Asana CPO @ArBose argues that today's AI chat interface is fundamentally broken, predicting a future where AI agents know what you need before you even ask: "I don’t think that many enterprises actually have long horizon agents running today. Almost everybody is using the chat tools to create content or to summarize meetings. In a year’s time, it’ll be the norm for long horizon complex workflows to be agentic." "I think the current user experience for engaging with AI is broken. It’s a chat window. You have to come up with the creativity to ask it questions or provide it with a blurb of text and context and hope that the result is good." "Proactivity is gonna be the big sea change, and it’ll take the impact of AI from a small percentage of people who actually use it today on a day-to-day basis to the mainstream." @asana

Asana CPO @ArBose explains why AI has made writing code the easy part of software development, while deciding what to build has become the real bottleneck: "Because the cost of writing code has dropped so dramatically with coding agents, what’s become way more important is getting aligned on the strategy, on the outcomes you’re trying to build, and ensuring your entire R&D team are aligned on those outcomes." "Even two years ago, the most interesting cost was ensuring that the developer was spending the right time on the right ticket." "Now it’s figuring out what tickets do you even want to prioritize, and are they written with the right level of context so that the coding agent gets it right the first time, versus get back some slop that you’ll end up rewriting." "You go from high quality PRDs that generate agent-ready tickets, and you can trigger these swarms of coding agents in whatever coding agent of choice. We partner with OpenAI Codex, we partner with SpaceXSI’s Cursor, we also have integrations with GitHub Copilot live right now." @asana