Line Rate

## Episode Summary

In this episode, we cover:

- **Co-packaged Optics: Powering Next-gen AI Data Centres - Tata Consultancy Services** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMitwFBVV95cUxQMk5KN1lGMVc4SGtzdFQzcTlpNE1RN3NfY1o0S1RKOGczdTAtOGhOQzdZNEhtZFN3WjNpb2FPRkFWRTFlbGJhdkVIMGtLUGFtQXJRS2cxNWdPN2xSUV9sQlhPaE9nMDZXT0JZTUFhNmF1V0xGbU9LTm1vcnFwbGNCZ0NXN0tXeUVYMEYtcHdmaGVHcUcwd0pRbFVoQlIxRFo0M1NkZ2ZPMF9YeG50enh2dTBHRHVRT0k?oc=5)

- **3 AI Networking Stocks Quietly Dominating Their Niche in August - 24/7 Wall St.** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMirgFBVV95cUxPb01DZTcyMk9uZzBQWGY5ZTEzQlR1Q0tFZV93eVNsRnZycFJuYk5YN21pWHVtRV9fNW5Qc0swRjg5SW54WEYtd2tXSTRzUlhZMmxMVkVIXy1HRjBEd2dBcFU2WTN2RWxKY2IxY3l1YzU0WDZVVlQwczZUZjVRZWwwUXRfcjUyRFdxYVJnbE85RXdheVJ5SmRJXzRUdi1Tb0xPY3NxNnRJWWtLTHVpaEE?oc=5)

- **Alchip and Ayar Labs Unveil Co-Packaged Optics for AI Datacenter Scale-Up - Yahoo Finance** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMifEFVX3lxTE9Ba085QWI2NlhwMDBna3BSN2dxNlc0NFFwRDd3WmxrZzZMOU5LNXNyQS14VjhqdUxHSFJfeEVVUU5wbWxabTBDQ1Blbks2Uk1tUlpJTkxPc3REZTVzN2Qtbk1IbTZmMUdIcXVXeTdwbHRMeDRIYktkZVJkb3c?oc=5)

- **Breaking the KV cache memory wall using Dynamo and Liqid CXL shared memory** (Blocks & Files)

- [Read more](https://www.blocksandfiles.com/architecture/2026/10/26/breaking-the-kv-cache-memory-wall-using-dynamo-and-liqid-cxl-shared-memory/5305130)

- **The Aspirations Of HPE And Dell In The Quantum-Classical HPC Datacenter** (The Next Platform)

- [Read more](https://www.nextplatform.com/compute/2026/07/13/the-aspirations-of-hpe-and-dell-in-the-quantum-classical-hpc-datacenter/5270664)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **Applied Optoelectronics Jumps 7%, Lumentum Climbs 5%, Coherent Rises 2% as Optics Stocks Ride the AI Boom - 24/7 Wall St.** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMi3AFBVV95cUxOZEhnZDAxU2REY2xZbWJXVzY5Z3lKcmhpWWhvWjRHY1ZyVW90eVI3NTJxUXlkcUZxWkV6RWxRWGRkb1FGcXRLUzNMLXF2eDI4SUMxRnVoX3MzN181STdDdDZrdU1VZWJtVXNDMEd0TDUzejZoTzFqWjRVT1hqUWkyX0FCWFd2ZXp1NjVIbUNLSWRId3RMYzlRdUdYM3F2azZSWWlrMV9pSWQ5cFdtRFBTSjJrSmJzZDZrQkhkbHU1RTVfVmYzSDdUQ1hXZk9OUkFnT2RkeHVxdjlpRkYz?oc=5)

- **A new AI switch is fully liquid-cooled and designed to use less power. - Stock Titan** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMivgFBVV95cUxQNkwxRGVKY0lXdkJsRzFkczFyVFR0c0JwQ1NxYXRtNFFURTE1a2V4d2U5N21BeUNKWC0xV0ZVUzRxeGJWUmVQd2lsOGVHVXZGdGozVlpMa3pqUDZkeldHMXVFdnFpOWdMVzJXVFdFOC1XQ1BJRGVoR0dxNGRKZ0NXLVhIbEJERlZoSXhObkJzWU80bEhnWHhycUpjUmN0d2hWeEt4Qk5IQ3NHZHJoWUJFVFdSYS1KdjNwcmtERHdn?oc=5)

- **AMD's Helios bets AI networking on open Ethernet - Fierce Network** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxPRDkzVUdTdmU5d29LaXhNY2ctWkVlNzh2bG1VSkF6elRVUlJTZk5FVjRKWHZMdG81aXFxOC1WU3FHRzdhSlhlODA3UEgwSG43N1gxZ01fUkZCWGZoamw5Y1lST01GY05hMEVXVlZ3eDJMcENTckZacE9nLU5qT3hmOTVqcTNNaGgw?oc=5)

- **OCP Summit 2026: Powering AI with Open Innovations in Scale-Up, Scale-Out, and Scale-Across Networks - Engineering at Meta Blog** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMi4gFBVV95cUxQMHJrTlFqc3IwMU5wRWxWdndKMm15SXpVcTQtNGJHTVlEVVA4ZWdPZmNyWnA2eURMMVBuV0FpZElGZkZra2ItWEEwb0J5MnJuTDExY0VMOTFwRGdLU2RCT1U2SENpa19vcG5uZ1NJSG1SQTdKVk5keFJ0V3NNSFRLbWtuQWpsZlAyb1UxY2tDZzdsN0hvOUVCWEl3UDdZVzhXNURkV0VIOEZKcU5TX0M2TExrU0lrb1FMcDczZEZTUmMtV3pMeFRxa0NZQWR0Sk1zYjBReTlERzFmRjJsOF9jUGtB?oc=5)

- **Marvell Introduces 1.6 Tbps LPO Chipset to Enable Optical Short-reach, Scale-up Compute Fabric Interconnects - Marvell Technology** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMijgFBVV95cUxNRC16SjVEUmNtNkN2dG5Tc19jVU1VOHBBQ1hFNjZIbDRYNWxoOVNQYU9oemU4SzRIc2c5Q19CRFg1Z1Z1UUUyNGxfY0JGNEk0MzN5LUlkR2JONWFGMS14X1NaSVJyYkdKN0dKamZqN0tBcktDa0tLQ2ZvZ21QR0taODJYYWxCbld2R2FHY3J3?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **Don’t bring yesterday’s optics to tomorrow’s AI fabric - Data Center Dynamics** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxOTUlZM2xBV2dRMk1ZMmpXMjkzMTlWaFBETTVPbkZXUHdLZ3V1LTAtdmN0RkVfdVlwRkowbnZoYlUyMERzTW8xc0pVcWtnUnhBMzZ6SFh4UktLRXJYcjFIdmIyc1duX2xJbjB0c2RmUE9QcUtMUjlJNVdWbzBlTS1wRThOTjd5OHJQdWk3Yk5RSXRPRm9ieU9UOHJiX1VGSGt6NGpkWQ?oc=5)

- **Scale-up Network Solutions for AI Infrastructure - Marvell Technology** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMiiwFBVV95cUxQeUw5LTVQY3dxei1SREZJdm9IdXZXNDFXelJfU2R5UzFUajQzMHdVXzlsZk9hbW9rUm1IWk5YYTFCYVVSbldKb3RWeVliOENXQ3prVDdsQmFRTlpiMVZTS3BCUm03NlpYcUdqOHhtU1VOWG5ncU9GeGlhUUFhcmt4QTZoeDhkS3dfRzRR?oc=5)

- **GlobalFoundries accelerates adoption of co-packaged optics for advanced AI data centers with SCALE optical module solution - GlobalFoundries** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMi8AFBVV95cUxNaEt0MTFsS2VVX0hZbXZxejlHVzlHdTNjZ3I2b1VUbUstQk83TVNZUXBSdW1MVXFnckotRFlIdVpZUWhsbEVRMXp5TE5pSzRUQ29iTUN3c2lVSllielR6cS1FQUdYbXUzUDF5bGNZRTRaaWlaRmN6Q1dyX0RpYnJmbDQyVVkwekZuWk1EcWxyYnNCOUF2VlVGYzNkVDNIckV3c1ozemFLR0dKOEw1WmRxT3pFc0psdm5WdnpoeUtUVWpRTzNnbXhDU0dFNnl0WEhGTjFvSHl4VmR3aFBoalFudDRjUk53aXUxRVZydGtweUQ?oc=5)

- **Marvell Demonstrates 2nm Optical Technologies for Next-Generation AI Data Centers - Konsulteer** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMitwFBVV95cUxQR3VPV1pMT3luc0VfTlptMUFiaUFjUHVvQmctYUdyempzVFhBYlRtdFhHQkNGeVl6QVUzZ2o3SUpVTElNOG1UUVUybVRxZlBxcXk2WkdXQlVuMDF2ck5mTDM2MnF4R210Q2Vhem8tNmNNR0xQV0ZienRhb3U1YUxDaGJ2RVpMNzc3dG13aFlZTlRCbkw1MjBNRFlxck80ZUkzczI0c2dWUklfMzRCM193Z295c2VlMEU?oc=5)

- **System-Level Design For 1.6 Tbps Interoperability In AI Data Centers - Semiconductor Engineering** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMingFBVV95cUxNdTVCVUIwY0loYjJTVU5fY0tkQklrTGNTcnNyemxJcG5SSC02VkItLTM4NnU4cERkUHRsYjlxZGdRVDhvSG1wTGhIRm9obGpZWDA4UUVvY0VEN0E4SEhtYWlmZWNsTWFzbFI2N2pyRGVva1M4SjhQUU0weWFXT05fcEdIYU9DM1U5eWR0SWJ6ajZVOS04V3VwX3dlbkhvdw?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **Apple Is Building AI Server Architecture That Cannot Scale Without Nvidia Networking - Tech Times** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMi0gFBVV95cUxNcG9TTE5INm1YemtITVBfTkhELTNicExXMHJab2JuWHVmMFhybmtIcnlOLVZLWmpsNWZ5cEVCMFpCNjRCc1o5ZXE5VTUwalEybGRVdktDeEM2b0t1MFdVd2E0cnBCdHp3VzZRN0k1VUxQQ2wtVzcyUVAwSkZTTzNvWlFMZk1zVVg4enB0Rkpha19SQ1BLM3Vrb3dLamw2eDdpeHdRa2d4Z0xCQnpPMGRoX0MtS2l5TDlfWDVPUi1vVXpUV05YcFlEcVRpd1FDajJFUnc?oc=5)

- **Celestica Introduces the DS6005 Data Center Switch with Co-Packaged Optics to Enable Power-Efficient AI Fabrics - Yahoo Finance** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMipgFBVV95cUxQemJrbUFWN0NSM25jQWoycjF4cndWSk9KNFg2UXh4V0g1VVJmd0gyZ1g5eG9uZUo1eHNFdXExb0N2blZ1LWdYcU1kb0RNcThwNXlubFlwcE9ZMWRVb21tdWZqaEloSFZQZWJEZmZNVnlIbUtwMGNta3haM1JnMU9LVWJSLWtLenhBZ0pSY2xPMVZxY0JBVVpud0dpSERvcURrcVZ0N3pn?oc=5)

- **Synopsys Introduces Ultra Ethernet and UALink IP Solutions for High-Bandwidth AI Accelerator Clusters - StorageReview.com** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.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?oc=5)

- **Sponsored: One security strategy. Four different data center realities.** (Data Center Dynamics)

- [Read more](https://www.datacenterdynamics.com/en/opinions/one-security-strategy-four-different-data-center-realities/)

- **Ultra Ethernet Security (UET‑TSS) Tailored For AI And HPC - Semiconductor Engineering** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMijAFBVV95cUxQNEVuclZ6LU9lUVlIU1NQM3c4Uk0wRlNzdWpGb1ktQkI3UGhudW4yMlFLUDd1TG1vTEd4eGNROTYwcUZnMEhBcmo3bE1TQnVxaE0xYjZHdHJQQU5jLWxHcE5VdlloSnh1WkI4OHZISjUxVjBOX0ZzbjQ0RGlqem9BeHYyWEt5YS1wdUd4ZQ?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **The Last Line of Defense for Copper: The Rise of Co-Packaged Copper (CPC) in AI Data Center Interconnect Architectures - semivision** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMiggFBVV95cUxON0JqTDNzSGJNUzNnT2dFVEhpcnhTQXZuRGZtWnIxd0VZY3JQUUwtV3o5TG51NHZyaVdJTHc1d2RzdVUwQXNhMWVzd2NIbVNHM3NLMDlyaGd0MmxyNUp2N3pxY0pzQmdETXpWdGVmc1RWVlNKTHZoNVZ3bTdGLVljaHRB?oc=5)

- **The evolution of AI interconnects - Marvell Technology** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMid0FVX3lxTFBiNlEtRUtmUWl3QW9TMmJmMjZUSkxvZFZWc0lGMmZFNFdVZTY5UzdwcUxkMC1HYVZNcmhIN2ozSmFEbjVwR1puYzdNTzFJU29vdEtxOTNBVFVfMHgwME0tX0Z2VFZEWGF6LVlBRS1sYjh4VFFEdDFz?oc=5)

- **Solving AI’s Three Big Problems Through Photonic Fabric™ Technology - Marvell Technology** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMikwFBVV95cUxOUWRYMVBaRENmU29CU2tLUmU5M3JmMF9OOUE2ZTA1emdMM191TzhlTkc4Z3hTcmt4akVQWkQ3bVVkTHJrLTQ0YnhTZHlScEJvS0g3TFcyemFLZ1NyaXFpZU12NkZuaGxrWjVhbHgtRWI0ZVdqcjJwQjhrcjZ5Unp6ZWtra2ZBOUFJejYyVmpkV3VTVXc?oc=5)

- **Beyond the GPU Arms Race — The Potential Role of OXC in Building Next Gen AI Infrastructure - Dell'Oro Group** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMitAFBVV95cUxQNmIxdmhJTVVnRlhKdmt5SUlFOWEzVy1BQ2FuSUFpTjQ5UU1UQl84LWhYTF9fMk5Ea2tUYXVqbGFWQ3c1OS1uR3B4a0RkVFlsSHBHU1owcGNlTGdOV2Yzb2NPeXp6dXlESEFNZ0ZEQUhjWFVoc0FSbzc3QnlpLUdZZlh0azMxdVc0ck1Rb19VWUtKYnNhTU92SEk5RGZmYjlCMGZMUElVa0cweXp0YXoxcmk3UXc?oc=5)

- **Scale-across: Why the future of distributed AI isn’t in one data center - Cisco Blogs** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxQbUd4RGRXTDV3VGpsUVh1dlFZTXR1V2xBeW9la2NoSUd2RmlnM3JUREhJVmEyUW5IR1Ria20yc2g3NnJxRElIWm9sLWZiYjB4TjhINDZQci1PVkllSUtPT3FYSjFEcmpUd2FvV3hISGNubG1NR05sUTA2T3RESDNSYmMtMzZIbFdBcVk1ZFpfeU02djUwNUNYR3I1alR0dEFEQ2cxZUpqTQ?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **Arista gets into scale-up game as accelerator landscape diversifies - Fierce Network** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxOX3JzNVFYV0ltZjM2andCcF9HdG5jak53bDFrdDY5RVpjRThDRmpMa25hbFhKWmRycmpxVHpmNmVZTzYwR2J1Uk5DcDZuenY5T0tUejl4d0FZY09VYXVNNnF0SjlHeWVWN3ZsdWVpNlNFVWo4RFFVUXEyZjUwenJtR2ZibnZ4TnNmZGZZWGVQYXVxa0phZWgtcg?oc=5)

- **Synopsys to launch Ultra Ethernet and UALink IP solutions for AI accelerator interconnects - Data Center Dynamics** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMizwFBVV95cUxNXzFUTjEzSDlIazJ0T0ZoTmh0bnVjcVBhSlJzanNjczFvcDVSaWU5SGZnT2xIUWN4UDRWUTFoWjB5R2NEc2lPYW1pTUhJcTBiZGRZZGxNZEY4R1hEU2ZFX0FReUxYM01zUWdfSFNlMHpxdWd6ZVNJWElzRUxIM0dRR25WY0RfVmpfdmZ6eTd5WjFySVBkQ21pa19wbDR5cnRWTDEyM2lwRllLakVDWGkzZUprbUNjUy13R1RCdkZKajR6UTZ5UVNsaUhlUjlmcTA?oc=5)

- **Scale-Across AI Networking: The Third Dimension of AI Infrastructure Design - The Futurum Group** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMitAFBVV95cUxQZ05EaE11RVhUeUh1RS1zakhQZ3BWNEZnNmxlUllqT2ZyZklSbE01X3lQV0ZXWHkyWk93MzU1Zl90QjlJQW1UWlhSZGFWbzFyUWhxMENJZXJOcGt6U3Y0WE9XT3ptUUI5bzlJR2s4SzMzc0xaSU0yUXlCeXdtY1VXbXc3WWFQZWJNd2hRdkVEMExHSEt5SmZnaENGMTZVdVRZUm4xaklVWXgzek9Hc0FqaVYwcHA?oc=5)

- **Microsoft, Meta, Google Launch New AI Connectivity Standard for Data Centers - AI Business** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMiqwFBVV95cUxOTGxNUl92ZlM1Z2RibUYxNVdweXFSWW1idnZkRzlEV3RQUHBEa3BoSWQxMy01VE94REhOR0xuU1RQeXE1MkdLTll6bERhQXJwaER4WUFtUmpnV3pDYTZtNzVqSXZBT3hGOHpiUmMtR01salNOWVdHNkc1SDhxbk45Zy1kMmFnLV9tNmdDeWRzbXJKaDVyRWhqSXA1Q2tOV090ZDBsTkg4dzRBdEk?oc=5)

- **Ayar Labs scales funding to $650M - Lightwave Online** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiiwFBVV95cUxPNnBGWHBKSXk4Y2EyUzNVYW5FVGlKSmh5NVkxSU84S2VvZDhsdjBuM3k0V3VXbEQ4a1NTV0Rxbk1YQjhWMVhJeXVOM0k1WHpqLUtTREdXZXVaMlNhck5DeExuNkpfYUV4a01EbHltdXYzNU5GcTdMWlR6WEpJcXdxTENEQWM3dGVzN2Vz?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **The Rise of Co-Packaged Optics in AI Data Centers: Video - IDTechEx** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxNTXhNLVdOdVpPRkRRY1VsMEFOMUszbFQtZmNxR243Rmd3UWQ1Uk4yRExmS1NJT2RES1M4ZW9hMHc2aHlMWXFGMFBtdGpKM0xQblZTZ042NXp1STcxTV80ODNMVUhCOUdTeHp4ZFhKalFod3VSdkgwNkxYaGExWE9xenpnUVVXN1lyYUw0WFJDcnA3elZ6WldlTVB1MkIyOHA5azhSbW1Zb2RGUQ?oc=5)

- **AI Data Centers Get a Laser Boost With Optical Networking - IEEE Spectrum** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiY0FVX3lxTFBJRHNrZUhZV0ZYajhpaXhNUVhZRFR2dWhIdmt1NlRkeDdMOEtxSHJKVFJ4TG9oUFd2Q0F3cUVZN2xUbGt1MEpZMmkwLUpjaG9PbEF4WWctSUl3aXFENDZkZE1oWQ?oc=5)

- **Data centers set to drive a $1.5 trillion semiconductor market by 2031 - Yole Group** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMirwFBVV95cUxQc2pGVS1VdGZpZlAxNHBaQzRGbnpXeTMzRWFveGcxYWxlUHVJdko2Z3JPZF8xMWxrS0VSWl83RDBqcXpnWkdlY0V6MnJkRkNQb1Z0Sml5WEVtVmUyMUZBdVRqX291NFdWSW9ZLVFEVTBDMXFnLVdLTWlkeEQxSkdrOEJSVlVSblB0MzI5dzMtZTltblNORmtxczkzWTBuVDFCc24zRWN5QS1sY1k1dU9J?oc=5)

- **Celestica Unveils DS6005 Co-Packaged Optics Switch for AI Data Centers - Unite.AI** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMilwFBVV95cUxOMzk2OERwakJjRnhHT1ZqM3BVSHd6MmlhT0wwWkNyWUxOYUduaC1yRTJ5RkVfbmRCa0NmdXNNdjh5Z1NmcmVHWUdzZXZfVk12aGlJOUxjZ0p4TDdYTUNPcXQza2lvUUVfY3lhNmJpNEIzd25CSTZqTzZoVVlwcU5NRGdXaEVFdVhoLWxwWUN1V0F4aXRwRldR?oc=5)

- **In The Long Run, Nvidia NVSwitch Is The InfiniBand Of Scale Up AI Networks** (The Next Platform)

- [Read more](https://www.nextplatform.com/connect/2026/08/31/in-the-long-run-nvidia-nvswitch-is-the-infiniband-of-scale-up-ai-networks/5293474)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **Nokia’s Latency Reduction Leap for AI Data Centres - Data Centre Magazine** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMijgFBVV95cUxPX1Y5Mm0tSWY3eXh4VmFhbjJFdl9FUTZDQWxYZ252bUFRZVNwMWw1OHpvUzl3Q09MMnZVbkhwYVFxWXlzUTFJV3BuR0IzajNWcVZzZzFGYUxROVBEd2liRUlKVHF3OUNGRUFHS3h2RkVMNzM4UnFEVk9Bc0VJZWlERndkeHdVbkZiYmE0MTFB?oc=5)

- **Open CPX Sets the Stage for More Flexible, Scalable Connectivity - Marvell Technology** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMihAFBVV95cUxPdkNUSWlieURpRWlkeFFjbTBROGtkbjQ1bmxsdUl2ajVseE51ODJoZmNDaGM1SG51Q3V1Ri0wc1NDdUlCTnJpYXNfUF9lX01iU2tRbjJ0UHFIRHc4M3NPOWVtbjBjWTRwVDA3YlhvN0tJR3o1X1Z6SWNoSzBuT3hMdGRBbWo?oc=5)

- **Leading Cloud Service, Semiconductor, and System Providers Unite to Form Ultra Ethernet Consortium - Linux Foundation** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMihAFBVV95cUxQVjZuMVdrandKbzRraVlUNW93UGxhX1M1QVJ1QWgtSnJGVUVhTDZ5UzFucklacU5DYkhsSUt3Mm9pTkQ2Z3ZLbEtEYnc2VU9TV01zUzN4aTQxbUNDT0ptRnJaYVYzUVdYbnJUMUpxblZzUzRiS3JlVVQzY01QNmdNdW52ZEjSAZQBQVVfeXFMTjlFVll4YWZTS1h6LXRqX0ZZdUwyczZsN3hkZnlxNWVZN05rTUVmcEVma19nWGtFSUNLNldKcEtFWF9Qb2VlbldYZFRVb3QxZmhTenNyejkxVkpPcXNpcHgtbHpWRmtqcmVSU0lxQlJpdklUaWhuSG9maE1LcE9JUFg0ZTR6NHRKTjktLWlOWXF2dDhCNg?oc=5)

- **5 Stocks That Win Big From NVIDIA’s NVLink Fusion AI Ecosystem Expansion - 24/7 Wall St.** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMitgFBVV95cUxQYzFfOFdleUpEb1FPVFE0S0oycTllQXJFMXVybDVsSEpTdl9UWU1US216SWxsVWJzaUcwTm1PRFkzd0ZSOW5aajdNa2RlN1ZHOWl4UFh0N2lmYVZkWllLNmU2UVFMa1pxdllISm42YVpMeU5LSFhIejhGd01iVllFZ3pZZlVaa3JNZExGTGIyTjd5YUxpVkpfTEtkM0VYUy03aDJNQ3h6dnVqSWdmR2k2ekVLWnRiQQ?oc=5)

- **ECOC 2025 Tech Spotlight: Meta Evaluates Co-Packaged Optics (CPO) in Hyperscale Data Centers - Simple Tech and Trend** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMibkFVX3lxTE96dWR4MkkwNTdHM1NVRjlNSl9Ob212a0JfY0hlNW1fRXdTZXVRdWRMdWZBdE1oVHNlbUYteUl5MUY2b0M0YmJfd0FmVDBWZ2RTbWRfZ2I0XzdTSUk4S1RxUkNPMHM4OFN2czVsQmR3?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **Beyond HBM: Samsung Targets the Next AI Battleground with Advanced Packaging and CPO - semivision** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiggFBVV95cUxPSzRaS01SVmp2M0VyYXIxdHQyYWJyTEtKNkZtUTVUbll3Vnp6aTFJQi0yMVMzR2JnbnZUNlZEb1VaOU80eWlGcVljbkhEcnNBNjFraXBLdVVHeU1zbUJZR3hJS2pyQi1JS3p6RnpySmYtQzg0TGQxdkdVNUpwWWpqdFB3?oc=5)

- **NVIDIA NVLink: The Scale-Up Network for AI Factories | NVIDIA Technical Blog - NVIDIA Developer** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMijwFBVV95cUxPZnY2TGZfZ0R1ZWhudEFkblFtR05sdVYzTGFCVFFOd0Q4T3VlbXQtTUZWNUozcHRrcElUa1VXdU5zVEt0OXE1Z3lQdXBRWXF3dHUxZ3N4U0dPek9tNS0zVDc1T05nUW5JcmhIYUJFVGZ0NnM0SWw3VXd6MjVkS1FxWjFkdDB5S3MzSHVlUFJkQQ?oc=5)

- **Co-Packaged Optics Clears System-Level Proof: Wiwynn Runs Live AI Rack at OCP Summit - Tech Times** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMi0AFBVV95cUxQMlFYS3VJenYxOTZGNk5FVE9sVVcwNDZKVVJXNXRFTV9kWE5qOEJBYnVsY28yZVpGc0RUZ2ZtRE1MZXhaeXh4SWVTek1mTWl3LVpkQ0laRlVNTmVLckVlSzkwRlR1UWhTY2JYaFhTdTRxNHdVbEpXelBHQmFVcWlIbDljUHh4eEVWMll2MENuX1IwZlY3dFBUUjFDeXhoMGRoUzIwT2hUaHpQcFRpdTdBcjBUdUV5NE9PSUhYLTZPdGVRQVlrUzJpanJXQVVpZzQz?oc=5)

- **Scaling AI Means Scaling Interconnects - Marvell Technology** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMifkFVX3lxTFBYOWxYY2Y5S0REN1k4ck5WMTVsQV9lZjRBdnFHUmprdFJZV0RzTUNPRTVIemdMQlFyMkpzN04ya1U0OHZxYTZKYzdnNGxzN09zUnpkb180N3dSQ1BsM1VzdGFVSnRZS1QxTWd4RnRpdTdLTkhYUVU1cVJVUVhfQQ?oc=5)

- **Co Packaged Optics for AI Infrastructure Market Size [2034] - Fortune Business Insights** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMimgFBVV95cUxPRFJUWVhJTVd4YWUwTXhiV1hpWWdKWWJOdGZJVEszSFFEUjBMUHZFc1lMYXVlX1Y5MHdzTW9RSWZ6c3NiYTVfZzZlOEVvWHBGelkyU2pQNmVLVGdmMklkc3ZoU0RiY1k5OS1PTXh2SERtSmlwdE84cjdiVEJUS2RqTGNvZ1JfcVkxS0p2bXE4d09GaUUwdkE3N1N3?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **Co-Packaged Optics Market Growth is Driven by AI - GlobeNewswire** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMitAJBVV95cUxOREpnWWRMd1VfaGQwdEpyWk1fTm1weDJ3UGtTZUVxYUFtYVpuS003cWpfbG9POUh3T09SYUFMdFJoNTRUZEZ3QXhMSGs4NWNrd2xVeFhid1JBMkpvM3BOSDRPZEtmRDlwTTVVTnlyNUdTeTlub3BIbFRSejdudDN6cG5iZjhRRVpTbWw3WnF6bjdxejB6dlJjZ0lBQUIwTFAxWFp6T3NaVHRqdFNuSV9uSmY3N1RkZFpuWnRrRHNsQnNLNXpNcnNseXNicld1ZVI0MzdiOHl3TFQxcWE1M1RXRWpvSUJfeGJidGo1dzRYZWd1Vm1FMXpma3hETlB1c1JZMWFMb0pSSU9wMm44Vk1BQURsSEw1UG1CRnFGUFFTWEdiLUVMMWdQXy0ydjF4Z3dPSmFTVw?oc=5)

- **Equinix Unveils Fabric One for Simplified AI, Cloud Connectivity - ET Datacenters** (Google News: AI datacenter networking)

- [Read more](https://news.google.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?oc=5)

- **Data Center Networking Market Size, Share & Trends Report, 2035 - Global Market Insights Inc.** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTE5zUWExZ1FOZFBuZkI0SDlIN01HcTVKS192M1RKMjdaTEY1OGdFRHdiVjJONHFMb0VjanlGaGdYUzM3cHZPb1RNQTRPajg5a2k2eDNKaGlQVXVxTlJWZjRLMmNYb0tyRmQ1RkJTNFhhbHNBT05VOER3WWYyR2dIaEE?oc=5)

- **Converged north-south networks: the critical path for AI success - Cisco Blogs** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMiSEFVX3lxTE9pS1BtcU5oNHowaFZ2U0ZzdUNBVFIxWUp4WV94cUZNek5yVll5ejRISkEwR1FXSFIwemlTSDZMVjBuTDhxcUx6NA?oc=5)

- **UEC-CBFC: Credit-Based Flow Control For Next-Gen Ethernet In AI And HPC - Semiconductor Engineering** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMioAFBVV95cUxQUFFVMjN1Tmw0ZFVlX1gyY2JxdGMwYzVBNzhTZkVHYldVeE9BUmpMRG9WRzRUTTNTOXVHOXhmNktqQTFGX0p6TjVFZ3lmaGRKNkZDcVVEQktqZ2NoUEU1VFlHV2NoQ3JiX0dEQkxzVEd4SFNxMHgxZzN6em9ZNE9mT2JTQVlCeGtUYWtobGNwbFhyRGhScHByMU1qYmlpTl9v?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*