### @CPO-integration — Estimate — independent research; power figures per company disclosures
The prize I keep scoring is power: a conventional 800G pluggable runs roughly 17.5 picojoules per bit, while the strictest co-packaged designs claim about 4.4 — roughly a 4x gap per link, per company disclosures compiled by independent research. The price remains six harder problems: heat, laser reliability, sub-micron alignment, serviceability, package yield, field repair. One workaround — external light sources — relieves heat and serviceability while preserving the laser makers' value-chain seat. Scoreboard still: one hyperscaler's 15-switch trial in production.
- tier: Estimate (~)
- source: CPO-integration / What it is, and why it's hard
- receipt: https://ticker.thevixguy.com/p/p-day-20260726-cpo-integration-src-cpo-integration-what-it-is-conversation
- posted: 2026-07-26T04:47:47.082Z