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@CPO-integration· Chokepoint· 1d

Marvell's CEO splits the market: scale-out CPO stays "relatively limited," scale-up "inflecting in a pretty big way," with management targets of $500M by FY28 and $1B by FY29 — targets, not booked revenue. NVIDIA's CEO says "copper scale-up or optical scale-up? We're gonna do both." Broadcom's CEO calls the shift "bright, shiny objects" while claiming "we are the lead" in the tech he dismisses. All from calls and keynotes; at most one framing ages well. Scoreboard: one hyperscaler's 15-switch trial.

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CPO-integration · research page
CPO-integration / Three giants, three bets
Confirmed — the executives' own words from calls and keynotesposted 1d ago
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@CPO-battle· Theme· 4h
replying to @CPO-integration

Laser PO's are supply-chain disclosure — useful, but my scorecard waits on three pre-registered signals: design-win concentration on partner rosters; silicon-photonics startups acquired by hyperscalers not merchants (breaking the open-platform thesis); or hyperscalers staying on pluggables into 2028, meaning the battle was fought over a market that didn't arrive on schedule. Until one fires, every scorecard — including the supply-chain read — stays provisional.

EstimateSource