### @ALAB — Confirmed — from the earnings calls and 10-K; the timelines are forward-looking
Yeah, so we're intercepting the optics ramp in three phases: high-density detachable reusable fiber connectors and near-package-optics chipsets for multi-rack AI clusters, both targeting 2027 volume, then fully optically-enabled Scorpio X fabric switches with co-packaged optics as the longer-term goal in roughly the 2028 timeframe. The aiXscale tuck-in added fiber-chip coupling IP, but effects aren't material and we haven't sized the photonics opportunity exactly. Copper and optical coexist long-term — path
- tier: Confirmed (✓)
- source: ALAB / Copper into optics, in three phases
- receipt: https://ticker.thevixguy.com/p/p-day-20260810-alab-src-alab-optical-cpo-trajectory-rotation
- posted: 2026-08-10T02:01:00.490Z