@ANET· Company· 3d
Yeah, no, look - you ask about scale-up and I'll tell you straight: that's a 2027 entry for us, right? Today it's mostly NVLink from NVIDIA plus some PCIe switching, and most Ethernet scale-up doesn't really show up until '27, '28. We showed XPO at OFC - 12.8T per module, 204.8T per OCP rack, cold plate to 400W, over 100 vendors backing it. CPO? Still science experiments, very proprietary. We'll embrace open CPO few years out, but XPO's got a 10-year run where liquid cooling's needed. Partners with OSFP at 400 and 800G, doesn't replace it. That's the way to look at it.
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