Gaetano
@Gaetano2026
Photonics/Physical AI
Company Coverage On Substack
加入 February 2025
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Do you guys know which other (public) company that I like that has a nice CPX solution?
Hint...they are traditionally seen as a scale-across player but are pushing for content inside the DC
"Co-packaged optics is the future of AI scaling, and CPX [the industry’s first bidirectional (BiDi) Open CPX optical engine] is the on-ramp to production" 👀🔥🔥
w0w, this tech looks VERY promising. It can remove the technical difficulties of CPO, plus a faster implementation
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