Ben Bajarin· @BenBajarin · X·· 20 天前AI 评分52
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Ben Bajarin 认为，多数人估算 NPO/CPO（近封装光学/共封装光学）落地时间时忽略了一个关键点：这项技术会首先从网络交换机开始应用，因此需要了解交换机的挂载情况和每个交换机、每个机架的连接数量。他表示，CPO 之后才会应用到 XPU/GPU 上，时间会晚得多，并将带来全新的一组挑战。
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The part most miss trying to estimate NPO/CPO timing is it’s all starting first in network switches so you have to know attach there and number of connections per switch per rack.
It will come to XPUs/GPUs much later which just introduce an entirely new set of challenges.
来源：Ben Bajarin · x.com