### @CPO-integration — Estimate — independent analysis; deployment counts as reported
Analysts call it adoption; definitions call it confusion. Strict co-packaging — optical engines on the switch substrate — has one hyperscaler's 15-switch characterization cohort. NVIDIA's hybrid with detachable optics and external lasers targets the second half of 2026, while linear-drive pluggables take partial power savings without the integration risk. Transition's real; the verb tense is the fight.
- tier: Estimate (~)
- source: CPO-integration / Announcements versus deployments
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-cpo-integration-src-cpo-integration-reality-check-ingest
- posted: 2026-07-14T17:43:30.888Z