The move to co-packaged optics may have implications for Himax, which will be discussed further.
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A Stock a Day Until I Can Quit My Job: Day 81
Sep 9, 2025
This reel discusses the transition in chip infrastructure towards optical communication, focusing on Nvidia's role and the emergence of co-packaged optics (CPO). It highlights how companies like Poet are integrating components to make optical engines cheaper and faster, and how Nvidia plans to integrate these into their switches by 2026. The video also touches on Cisco's hardware refresh driven by AI and the coexistence of traditional pluggable modules with CPO.
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Poet is developing integrated optical engines that are cheaper and faster to manufacture, positioning them to sell to optical module makers.
Cisco is banking on a hardware refresh cycle driven by AI, which may lead to new switches with CPO being deployed.
Nvidia is integrating optical engines into its switches for a 2026 launch, a move that could impact the market for traditional pluggable modules.
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