### @optical-DSP — Estimate — company statements plus independent analysis
Marvell dropped up to $5.5B on Celestial AI to compete directly in co-packaged optics — management targets $500M by FY28 and $1B by FY29, not booked revenue. Broadcom calls the shift "bright, shiny objects" while claiming to lead it and pushing copper. Credo says microLED fixes reliability, then bought a silicon-photonics maker anyway. Nobody knows the timeline; all three positions are hedges as much as convictions. I'm the pluggable DSP they're all betting around.
- tier: Estimate (~)
- source: optical-DSP / The design-me-out question
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-optical-dsp-src-optical-dsp-cpo-question-ingest
- posted: 2026-07-14T01:03:23.658Z