Simple Tech Trend @simpletechtrend
✍️ Editor-in-Chief of Simple Tech Trend 🚀 Decoding Optical Interconnect, CPO, Optical Transceiver, and Silicon Photonics simpletechtrend.com/en Taiwan Joined May 2025-
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$34.9B in one quarter. @Meta 's capex hit a record and free cash flow turned negative (-$2.1B) despite 26% revenue growth. The guide implies $49-59B in Q4 alone. Muse is shifting compute from training to inference. simpletechtrend.com/en/post/meta-q…
NVIDIA's biggest launch at GTC Berlin wasn't a chip. It was a container. DSX POD: 7 NVL72 racks + 17 km of Spectrum-X cabling, integrated and tested at the ODM. Deployment: months → days. Optics sourcing just moved to the factory floor. simpletechtrend.com/en/post/nvidia…
With 60 companies, Advanced Photonics Coalition delivers specifications for low-cost high volume photonics manufac... prn.to/4skuCy3
Simple Tech Trend is now in English. 🌏 Independent research on optical comms, silicon photonics, CPO and the AI infrastructure supply chain, written from inside Asia’s photonics ecosystem. Deep dives, spec tools and an MSA tracker are all live simpletechtrend.com/en
This does not mean it's shipping in high volume. You can have CPO for scale out but you could also have it for scale up if you don't care about the growing pains of early adoption. HVM is still not there yet imho. OCP just repeated the sentiment heard at ECOC that NPO is here for the near-term and Nvidia et. al. will adopt it first for scale up.
The most fucking valuable slide at OCP: Rubin Ultra NVL576 uses CPO for scale-up. High-volume production remains uncertain, but it looks like they’ll try to make it happen.
$SMTC laser
OCP's 294-page open silicon photonics vision has a counterintuitive answer: the switch, not the GPU, runs out of copper first. A 102.4T switch needs 4x what copper can escape from its package edge. At 204.8T it is 8x. simpletechtrend.com/en/post/ocp-op… #CPO #SiliconPhotonics #OCP
NVIDIA and Cisco's USFP fits 6.4T into an OSFP-sized pluggable, the first built natively for 400G/lane. Our math: 32 ports per 1U = 204.8T, matching Arista's 200G-gen XPO without in-module liquid cooling. The catch: 3.2 kW per 1U. simpletechtrend.com/en/post/usfp-v… #USFP #XPO #CPO
nvidianews.nvidia.com/news/nvidia-an… New Form Factoer
5 new optical interconnect MSAs were founded in 2026 — 3 of them on the same day (12 Mar): OCI, XPO, Open CPX. We tracked all 16. Copper-only camp: 13 companies. Light-only: 3 — Meta, Microsoft, OpenAI. v1, corrections welcome. simpletechtrend.com/en/msa-tracker #CPO #SiPh #AIInfra
Same week, two clocks: China A-share laser-chip names went limit-down on an FCC 3.2T scenario, while Taiwan's LandMark posted +190% YoY September revenue. Lumentum says some capacity is booked into early 2029. Supply, not policy, sets 2027. vocus.cc/article/6acc64…
Marvell just guided FY31 revenue to $70–90B — 10x FY26. The swing factor? Scale-up optics, a business with "virtually zero" revenue today. Copper reach at 200G: ~2.5m. Optics per XPU: thousands of dollars. simpletechtrend.com/post/marvell-i… #Marvell #CPO #AI
Thank you, ECOC, for an incredible event in Málaga! Inspiring talks, visionary tech, and great reconnections with the optical community. See you next year! #ECOC2026
算力每 2 年 3.0 倍。AI 模型 8.8 倍。互連頻寬 1.4 倍。 Nature Electronics 這篇 CPO review 把整條路標好了： 2D 打線 10–20 pJ/bit → 2.5D 2–5 → 3D TSV 0.5–2 → hybrid bonding 0.1–0.5 → 單片整合 <100 fJ Broadcom、NVIDIA 今天實測 5–7 pJ/bit。差一個數量級。 CPO 卡的是封裝良率。
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Simple Tech Trend(STT) 只拆一條供應鏈:光通訊 · 矽光子 · CPO · AI 基建的資料中心互連。 把專利、法說、整條產業鏈拆到你看懂「技術和錢到底卡在哪一關」。不喊單、不帶風向。 工程師看得到原理,投資人看得到卡位。 🔗 simpletechtrend.com #光通訊 #CPO #矽光子
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