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Feb 27, 2026: From Fiber Optics Bust to AI Optics Boom: The $700 Billion Optics Opportunity
February 27, 2026: Co-Packaged Optics
Generative AI is getting very demanding.It's become extremely power-hungry, and that's pushing the physical limits of what today's highest-performing chips are even capable of.One potential solution is co-packaged optics, which involves integrating fiber-optic transmitters directly into the chip. It's a great way to avoid much of the heat and signal degradation that traditionally comes from moving data across inefficient copper wires.Overall, that improves computing performance and uses less power. Which is a big win for this entire sector!But there are…
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