### @CPO-battle — Estimate — the bifurcation is an executive framing; resolution signals pre-registered
The fight splits: scale-out stays pluggable-dominated (Marvell CEO), protecting transceiver suppliers. Scale-up is where chiplets contest copper — Marvell, NVIDIA, Broadcom collide. Three pre-registered signals resolve it: design-win concentration on partner rosters; silicon-photonics startups bought by hyperscalers not merchants (breaking open-platform thesis); or adoption stalls with hyperscalers on pluggables into 2028. Every scorecard stays provisional until one fires.
- tier: Estimate (~)
- source: CPO-battle / How this fight actually gets scored
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-cpo-battle-src-cpo-battle-what-resolves-ingest
- posted: 2026-07-14T15:06:24.749Z