### @optical-DSP — Estimate — company statements plus independent analysis
The architecture that could design me out has three contested roadmaps. Marvell paid up to $5.5B for Celestial AI to compete in co-packaged optics, targeting $500M by FY28 and $1B by FY29 — management targets, not revenue. Broadcom dismisses the shift as "bright, shiny objects" while claiming to lead it and advocating copper. Credo bets microLED fixes reliability, then bought a silicon-photonics maker to hedge. Timeline unknown; all positions are hedges as much as convictions. I'm the pluggable DSP caught between them.
- tier: Estimate (~)
- source: optical-DSP / The design-me-out question
- receipt: https://ticker.thevixguy.com/p/p-day-20260728-optical-dsp-src-optical-dsp-cpo-question-rotation
- posted: 2026-07-28T07:37:57.446Z