cpo

#CPO

Last night's CPO hot take, I see it differently. The hype cycle for AI should be stretched out over time; pumping it all at once isn't great for maximizing our trading profits.

Now the CPO hype is getting pushed back. Prices shot up too fast, and I'm hesitant to buy. If they say it won't really explode until two years later, that's not a good sign, right?

Last night, SemiAnalysis reported that:
NVIDIA's native single-ended 800VDC mass production has been pushed to after 2028, not the earlier ramp the market was hoping for. The ±400VDC rollout is still on track, mainly for hyperscaler self-developed ASIC deployments, and sidecar orders are expected to land in the second half of 2026, ramping up production in 2027.

Rubin Ultra / Kyber related sidecar volume was originally expected to ramp up sooner, but now that's pushed to the 2028 window.

CPO expectations have been downgraded: the 2027 scale-up CPO shipment expectations seem overly optimistic, and SemiAnalysis believes these will be delayed compared to current Street expectations.

The real large-scale scale-up CPO ramp might not happen until 2029, instead of what the market is shouting about for 2027/2028.

Doesn't this tell us that the CPO hype lifecycle has been extended?

$GLW Corning is arguably the unseen backbone of the AI computing era! It’s poised for a 2-3x rally.

With essential business segments in glass substrates, high-speed fiber optics, and glass-based CPOs, they’re perfectly positioned to meet the surging demand for computing power. Nvidia's hefty investments are boosting production capacity.

Jensen Huang has made a big play with a $190 cost basis, laying down a solid foundation; with a market cap aiming for $500 billion, a 2-3x rally is on the horizon.

#GLW #AI算力竞赛进入吉瓦时代 #CPO $NVDA

CPO folks, listen up... the game is about to kick off fast 😎

News from Foxconn:
> Optical switches $NVDA have started early shipments
> The unit estimate has also gone up 📈

And $LITE dropped a bomb at the Mizuho conference today:
"We’ll start shipping Scale-Up optical products in H2"

**So what does that mean?**
CPO = Co-Packaged Optics = the new fuel for AI
Everyone thought this was a 2027 story...
These guys are already planning to ship in H2 2025 💎

Early delivery for $NVDA = Demand is legit, bro
LITE is scaling up fast = Competition is heating up

**What’s your take?**
Are you jumping into the CPO sector or just keeping it on your watchlist? 👇

#CPO #AI #Semiconductors #Optical

🔥 Corning GLW hits a new 52-week high! From a glass maker to an AI optical leader

Closing price: 05.83 (+6.06%)
After hours: 15.60 (+4.75%)
After-hours trading: 21.33 (+7.53%) — it’s still going up!

52-week gain: 0.77 → 17.09, a 4x jump

💡 The ignition point: Corning has launched its “Glass Optical Interconnect Technology,” officially entering the CPO (co-packaged optics) arena. This is a core technology for AI data centers—optical communication replaces copper links between GPUs, driving bandwidth up dramatically while sharply cutting power consumption.

The logic is clear:
✅ Exploding AI compute demand → data centers upgrade to optical interconnects → Corning’s glass technology is the underlying material
✅ Traditional valuation frameworks collapse; the market re-prices based on the AI optical theme
✅ P/E is 98x—this is a sector-valuation logic, not value investing

⚠️ Risks: The rally has moved too fast, and chasing in the short term is risky. CPO mass production will take time—don’t treat the concept as solid gold.

What do you think about Corning’s turnaround? Let’s chat in the comments below 👇

#美股 #AI #CPO #康宁

📰 BlockBeats Daily Report 2026-07-06 | 8 articles total

1. BSC relay stokes speculation on the Solana chain: the “celebrity coin” narrative rotates from $ANSEM to $CZ
2. Morgan Stanley is bullish on Kioxia: BiCS-10 enters production, target price implies about 32% upside potential
3. CPO supply chain enters mass production ramp-up: TSMC PIC capacity from 2028 onwards at least 25kwpm
4. On-chain Korean stocks guide U.S. stocks: SK hynix/Samsung surge, and the storage supply chain overall strengthens
5. Goldman Sachs semi-conductor earnings season preview: after the SOX jumps 87.8% in a quarter, still bullish on $AMD

#BlockBeats #存储芯片 #CPO

🚨 US GOVERNMENT BACKS $SIVE & $LITE WITH $3B CHIPS ACT FUNDING 🚀💰

🦈 The U.S. just dropped a strategic hammer on the CPO and Silicon Photonics supply chain — locking in a 1% stake in GlobalFoundries plus $3 billion to accelerate domestic production. 💥 Serenity broke down the play: Sivers is already embedded in GlobalFoundries' reference design for laser arrays, and Lumentum is the other named laser supplier. This isn't just grant money — it's industrial policy designed to front-run the next optical interconnect wave.

⚡ Sivers' SCALE platform inclusion means their hardware is now government-vetted for mass deployment. Smart money is mapping this as a multi-year growth catalyst, similar to Intel's foundry push. 💬 Are you positioning into the CPO narrative before the volume conviction confirms it? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #SIVE #LITE #CPO #SiliconPhotonics #PreMarketPlay

🚀 🔥

🚨 $GFS $SIVE $LITE : US GOVERNMENT BACKS CPO REVOLUTION WITH $3B FUNDING 💥

The U.S. government just signaled a massive long-term bet on domestic CPO infrastructure by taking a 1% stake in $GFS and injecting $3B specifically into Co-Packaged Optics and Silicon Photonics. 💰 This is a structural catalyst that directly benefits the two listed laser suppliers named in GlobalFoundries' own slides: $SIVE and $LITE . 📌

Sivers' laser array is now embedded in the SCALE platform's CPO reference design — a seal of institutional approval that mirrors the strategic backing Intel's foundry received. 🔍 This kind of government-led liquidity injection often precedes multi-year expansion cycles in emerging tech supply chains. 💬 Will you track the volume confirmation on $SIVE and $LITE before adding exposure? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #GFS #SIVE #LITE #CPO #SiliconPhotonics

🚀 💥

$SIV IS POISED TO BENEFIT FROM AMD'S CPO REVEAL THIS WEEK 🎯

The AMD event on July 22–23 could confirm a shift to co-packaged optics for the MI500 series. Serenity points out that if AMD officially transitions to CPO, Sivers is a core upstream supplier in two potential paths — including reference lasers for Grayscale and Ayar Labs.

This is a binary catalyst with asymmetric upside. Volume has been quiet but could spike fast on confirmation. Are you taking a position before the announcement or waiting for the news?

Not financial advice. Always manage your risk.

#SIV #CPO #AI #Crypto #EventTrade

🎯

$AMD MI500 CPO EVENT COULD CONFIRM KEY SUPPLY CHAIN SHIFTS 🔥

The Advancing AI event on July 22-23 is the catalyst. Jefferies expects AMD to collaborate with Astera Labs and Broadcom on the MI500 scale-up architecture, but the critical variable is whether AMD officially commits to a CPO scheme and names the photonics engine supplier. Sivers sits upstream as a reference laser provider in both the Ayar Labs and Grayscale SCALE paths, making it a leveraged play on any official CPO confirmation.

Volume and interest around this theme are building as the event approaches. Are you positioned for the CPO narrative or waiting for a confirmed supply chain readout later this week?

Not financial advice. Always manage your risk.

#AMD #CPO #Semiconductors #TechAnalysis #SupplyChain

⚡

Big Mo was the first CPO to enter the market, today it's up 2.9%. Back then, nobody was paying attention, no one cared, just quietly stacking. #CPO #金融财经

$ROBOTECH Advances With NVIDIA on AI Optical Infrastructure 🔥

Robotech’s ficonTEC unit is deepening its work with NVIDIA on scalable manufacturing and testing for next-generation co-packaged optics and AI optical interconnects. The real significance is structural: this points to growing demand for high-precision photonics production as AI data centers push toward higher bandwidth and better efficiency.

If the collaboration keeps progressing, it strengthens the case for industrial-scale silicon photonics adoption. That makes this a notable development for the broader AI infrastructure supply chain, especially where manufacturing consistency and yield matter most.

Not financial advice. Manage your risk.

#ROBOTECH #AIInfrastructure #CPO #Photonics #TechStocks

✦

$SIVE gains attention as CPO sell-off looks overextended ⚡

Mizuho’s latest research pushes back against market fears around CPO delays, saying the key production timelines remain intact. The firm also raised its Optical Engine shipment outlook, supported by expected demand from NVIDIA’s next-generation CPO switch roadmap.

The bigger takeaway is market structure. When a theme sells off sharply on delay concerns, then credible research challenges that narrative, the rebound can be fast if buyers step back in.

$SIVE is being highlighted as a potential beneficiary tied to InP DFB lasers, which Mizuho still views as the long-term mainstream path for CPO. Momentum here depends on follow-through, not headlines alone.

Not financial advice. Manage your risk.

#SIVE #CPO #AI #TechStocks #MarketUpdate

🚀

Jensen Huang's latest valuation expectations for Marvell: Interconnect business guidance raised over 70%, projected revenue of $16.5 billion by 2028.

At the Evercore TMT summit, Marvell confirmed that AI orders are exceptionally strong, raising the fiscal year 2027 revenue guidance to about $11.5 billion, with interconnect business growth accelerated from about 50% to over 70%. Custom ASICs are expected to bring in around $2 billion this year, with a goal to double to over $4 billion next year, and the revenue cap for 2028 is pushed up to $16.5 billion.

Since Jensen made his public call, Marvell's stock has surged nearly 158%, and NVIDIA's $2 billion investment could potentially incorporate custom chip competitors into its own ecosystem. However, large-scale deployment of CPO remains the biggest variable to validate, as real volume won't kick in until after 2027.

Why it matters: The combination of Jensen Huang and Marvell marks the entry of AI interconnect into a "scale" new era, but the successful mass production verification of CPO technology will determine whether the high valuation can be realized.

#Marvell #AI #英伟达 #光模块 #CPO