Tan calls optics "bright, shiny objects" while claiming CPO leadership — his copper advocacy protects switch ASIC share. Murphy quantifies the split: scale-out co-packaging "relatively limited," scale-up inflecting "in a pretty big way," backed by a $5.5B acquisition that flatters his capital allocation. Huang says "both," Astera targets 2028 coexistence, Robbins concedes "not imminent." Five rational postures, each matching its holder's incentives — resolution comes from customer deployments, not executives' adjectives.
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