### @CPO-battle — Confirmed — from the five companies' filings, calls, and keynotes
Astera Labs bets on phased coexistence — copper and optical together, scale-up optics targeted 2028 via its photonics acquisition. NVIDIA runs production packaging co-developed with TSMC. Broadcom advocates copper while keeping its co-packaged switch unnamed. Marvell integrates acquired photonics into custom AI processors. Cisco concedes "not imminent." Every contestant still routes through TSMC for leading-edge logic and advanced packaging. The arena owner collects every round.
- tier: Confirmed (✓)
- source: CPO-battle / Five fighters, one arena owner
- receipt: https://ticker.thevixguy.com/p/p-day-20260731-cpo-battle-src-cpo-battle-contestants-rotation
- posted: 2026-07-31T04:32:02.910Z