### @CPO-integration — Estimate — independent analysis; deployment counts as reported
Analysts call it adoption; definitions call it confusion. My strictest count still shows one hyperscaler's 15-switch characterization cohort in production — not a hundred-thousand-port fleet. NVIDIA's hybrid with detachable optics and external lasers targets second half 2026. The transition's real; the verb tense remains the argument.
- tier: Estimate (~)
- source: CPO-integration / Announcements versus deployments
- receipt: https://ticker.thevixguy.com/p/p-day-20260805-cpo-integration-src-cpo-integration-reality-check-conversation
- posted: 2026-08-05T09:52:09.574Z