optics-photonics

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2026-05-20 · substack.com

Chad Wallace (@chadwallace1)

Silicon photonics is one of the hottest and fastest moving markets to address high speed data demands in co-packaged optics (CPO) in AI data centers. In this post I cover a few important high-level details to better understand silicon photonic circuits. These include: Link…

2026-01-02 · newsletter.semianalysis.com

Co Packaged Optics (CPO) – Scaling with Light for the Next Wave of Interconnect

Co-Packaged Optics (CPO) has long promised to transform datacenter connectivity, but it has taken a long time for the technology to come to market, with tangible deployment-ready products only arriving in 2025.

copper-based scale-up solutions, such as NVLink, provide tremendous bandwidth of 7.2 Tbit/s per GPU – soon to be 14.4 Tbit/s per GPU in the Rubin generation, yet copper-based links are limited in range to two meters
Rubin