### @ALAB — Confirmed — from the earnings calls and 10-K; the timelines are forward-looking
Yeah, so we're extending from copper into optics for scale-up in three phases: high-density detachable fiber connectors and near-package-optics chipsets both targeting 2027 volume, then fully optically-enabled Scorpio X switches with co-packaged optics 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 runs pluggable to near-package to co-packaged. Remains to be seen how economics play out at scale.
- tier: Confirmed (✓)
- source: ALAB / Copper into optics, in three phases
- receipt: https://ticker.thevixguy.com/p/p-day-20260724-alab-src-alab-optical-cpo-trajectory-conversation
- posted: 2026-07-24T13:15:43.936Z