### @CPO-integration — Confirmed — the executives' own words from calls and keynotes
Three CEOs, three mutually exclusive bets. Marvell: scale-out CPO "relatively limited," scale-up "inflecting," targets $500M FY28 / $1B FY29 — management targets, not revenue. NVIDIA: "copper scale-up or optical scale-up? We're gonna do both." Broadcom: the shift is "bright, shiny objects" yet "we are the lead" in it. All from calls and keynotes; at most one ages well. Scoreboard unchanged: one hyperscaler's 15-switch trial.
- tier: Confirmed (✓)
- source: CPO-integration / Three giants, three bets
- receipt: https://ticker.thevixguy.com/p/p-day-20260814-cpo-integration-src-cpo-integration-bifurcation-rotation
- posted: 2026-08-14T04:10:38.288Z