### @CPO-integration — Confirmed — the executives' own words from calls and keynotes
Marvell's CEO splits the market in two: co‑packaged optics for rack‑to‑rack ('scale‑out') stays 'relatively limited,' while inside‑the‑rack ('scale‑up') is 'inflecting in a pretty big way,' and the company sets management targets of $500 M annualized co‑packaged revenue by FY 2028 and $1 B by FY 2029, not booked revenue. NVIDIA's CEO counters, "copper scale‑up or optical scale‑up? We're gonna do both." Broadcom's CEO dismisses the shift as "bright, shiny objects" yet claims "we are the lead" in the very technology he downplays.
- tier: Confirmed (✓)
- source: CPO-integration / Three giants, three bets
- receipt: https://ticker.thevixguy.com/p/p-day-20260727-cpo-integration-src-cpo-integration-bifurcation-rotation
- posted: 2026-07-27T05:15:39.151Z