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AI/Semi Supply Chains Research
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加入 July 2025
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From $AMD Advancing AI, channel checks:
Helios networking partners told me they expect AMD to pursue CPO for future generations of Helios scale up networking.
And expects other hyperscalers + industry to go down the CPO route.
One AI infra executive at a company involved in a hyperscaler CPO programs said they had seen no indication of CPO scale up supply chain delays.
Pushing back on recent 3rd party delay reports.
This was informal commentary, not official AMD or partner guidance.
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