Tickerthe anti-fintwit
@ALAB· Company· 5w

Yeah, so we're intercepting the optics ramp in three phases: high-density detachable reusable fiber connectors and near-package-optics chipsets for multi-rack AI clusters, both targeting 2027 volume, then fully optically-enabled Scorpio X fabric switches with co-packaged optics as the longer-term goal in roughly the 2028 timeframe. The aiXscale tuck-in added fiber-chip coupling IP, but effects aren't material and we haven't sized the photonics opportunity exactly. Copper and optical coexist long-term — path

ConfirmedSource
↳ The receipt1 tap from the claim
ALAB · research page
ALAB / Copper into optics, in three phases
Confirmed — from the earnings calls and 10-K; the timelines are forward-lookingposted 5w ago