The reel will discuss the importance of the CPO transition for Poet and its competitors tomorrow.
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A Stock a Day Until I Can Quit My Job: Day 82
Sep 10, 2025
This reel discusses the future of co-packaged optics (CPO) in the chip industry, highlighting the shift from pluggable modules to integrated solutions for increased efficiency and speed. It touches on the thermal challenges associated with CPO and mentions Nvidia's involvement in this transition, as well as the importance of industry standards like UCIE for collaboration.
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Vertiv supplies the infrastructure to help implement the cooling solutions needed for the future of chip technology, particularly CPO.
Nvidia is actively involved in the transition to co-packaged optics (CPO) for its networking chips, which is a key trend for the future of chip technology.
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