Line Rate

## Episode Summary

In this episode, we cover:

- **Leading Optical Connectivity Solutions Providers form New Organization to Support Optical Interconnects for AI Data Center Applications - Business Wire** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMinAJBVV95cUxQRVU2eTVoVEgtZVB2QU5qMnA5VDZlSVJOTFg3NGtpcFh6QTVIMnVsWlNfbE1HYi1mby1WWEc2d2lNU2ZtVnVWRDh6TEtZNjh4YWtqUEdZbDVEWHJSaURVY2kxWUt1Zl9GZnJUUm5Id3pCSkRyaGlrbFNJMUJWOHF6QWVpQ0ZkZmxMelZqdFpjNzJCdFZTMXljWXIxTHVoNHJmVWVnei1VbjB0amFmWXpmSEF2V3pBSWNFck5ZbHFaWmhGSXFvYWZqUm9xVG1LT3JlS0ZBbnBrMGd4NkMxcGx5bWw4SHlIZ2NIRTZKeTRqNW5FaXEyX3JWUHBTa3FkR0dURy1mSXRTVmE4MExxVmpDakI4enRDUHRjZkNSMQ?oc=5)

- **Synopsys announces Ultra Ethernet and UALink IP to power the next-generation of AI datacenters - Tom's Hardware** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMi8wFBVV95cUxNV1dsNVlTeDdiYXVQcE5kdkhubTVvMGM0amhYenhHVmhXSkhPZWtKeVhOTDIxY3JkNmhPR2p5ZWVqeG1WZmVjV2FiLXJxa3FNcWJMNzNod1lNcG5TZmNXOGU5NUk4aDNiMmFNXzFZUU5Oc183c3FKRmdXQmc5VVJ1Y1hkU081b1RLLUV6OFFKUVE5UmNwZVkydS1lVWgxRWc3dU1odGxldG5VMEdDcmVBMklNZWx4bnFUcDZRck9QbkYyOXVQR1YwUzVZUFBPOVhHMnB4dUdLTGVBelllckltcDhaMk45NGpVRmxsZ2pIUmtRSms?oc=5)

- **Cisco Nexus One Fabric: Unify Data Center Operations with Open VXLAN/EVPN Standards - Cisco Blogs** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMiuAFBVV95cUxOcXJDdFBuWU12akhMM0FWSzRsVDk1ZEZac2x3YVVEdS0wQ3FaY1pDNEMyVHltLTRrbDZJdEFndG1PVG1VUlVQeGMwLXl6dV85d0NocnpTSGV5dTgxdUYzY2dCckxkYzJJX3Vja3dwSFN4OXNOWXo0N0tvNjFGWnRWZ081UGFVZUpucEJ3NVdmU09DUUl6TjhzQ0JBTlNJa091ZzlSVEgweF9wUUY5cWZNVDFXbzhfRmtq?oc=5)

- **Scaling end-to-end optical interconnects for AI data centres – TE Connectivity brings innovation to system-level challenges - Fibre Systems** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiwwFBVV95cUxPMS1CcjNGLTVWQ0tBcXl3X3RDUEk4Zi1LTS1HcjJKRHpXWWxqRUxkTkhSMXJVbTljdnBLdngxMFNOYnM0T3RTb0kyNTB4Uk5wY25kZHpDbmJrUzJmYV81NUhFYWlsSHRzSGZuOUQyWWZUWHZ2OXNwSjJ5QmxYdnJZMkJCeldvNXFycGhySFBPRFhhcU5zUC1ETVg3eEZsVmRnX3JxWU93Q1JGSGtsRGY0UEkwY2RQcFRmQllMdFJiNFZFZ00?oc=5)

- **Bechtolsheim & Friends Breathe Life Into Pluggable Optics One Last Time - The Next Platform** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiwwFBVV95cUxQUDVhNmxPTjZBcm82bGk4OER3MGFyazN3YlY4VTFBTmRQSEtuNDY2VEJ1dS1TWE84ZFVvLXVuM25WdmpqbU43Vmx4MllhSGZ2MVBNNzI1azV0SWFsRUd3bFh6NmRyM2lNazFXeXZPaXpRb3ZWQWx2UTNJck9iS0l0VnZ2dzExbjhTeWRPN2NINmFtOWlLd0R3WlRJdDNpNDBsOGNfTzVDVVFLXzdGLWhvaXl5RE42Yk9Vd2ZiTXprVEtRVFU?oc=5)

---

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

## Episode Summary

In this episode, we cover:

- **AI data center optical interconnect market to hit $144 billion by 2030, an over ten-fold increase from 2024 figures, according to new projections — silicon photonics expected to account for nearly two-thirds of revenue, driven by co-packaged optics - Tom's Hardware** (Google News: AI datacenter networking)

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

- **Scale-up Network Solutions for AI Infrastructure - Marvell Technology** (Google News: co-packaged optics)

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

- **Co-Packaged Optics Market Report 2026-2036: Product Benchmarking of Spectrum-X, Quantum-X, and Bailly Platforms, Start-Up Innovation Mapping, and Foundry Comparisons - ResearchAndMarkets.com - Business Wire** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMi3wJBVV95cUxNcDlMbk8tQ213M2t4UklTRFRWSWR3UHBuNF9UWDZTekxGLTJ5Y0licEwwQTBsUUloZUdwdWhJUkRuWEY0SF9CMnpvT0Fub2o1ckxldVVDMUNVd1NZdHQ4WGhZdTRrRHJPaWh6dkVxNE50YU1hWEd4RWpiSG1vejVXa184RnZ3cW1qTnlzNHZudno3YnhIc1BlN3RRYktCbnJtd1NkQzNfV1g5bTI0VVZueUVQOEozR2hkQnBMaXg0dk80ZU9TZy1xTXYzT2h0YnhORldCSTRwdkJENldKOUlWVzJwVVNrcnVnMk5Bd3RWRUFhMmlvWjhwenY2WmRIbnI2MTlpSi14VTFLLXBRNTFPTWdRbjQ3cFNLVHdSV3ZHTDAzTHFiX215T3gwb0k5czZWbXhxQjJURkg1bVR6LVc2MWpXWjdoeG92N0JIY1ZEZnJ4MGtvOVRBZXFkWnBCUU0?oc=5)

- **Broadcom drops the hammer on AI networking with Thor Ultra - Network World** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMirAFBVV95cUxPTExOMTFORko4ZDdmcko4T2JtczJYMGZkOE9hRWsydHRNOGlTRjJqZVNzM09rS19nd25TampubmNkOWEwWDhGd2F5emhTdGhQSVFxVm5pZGJnVkl3azF5VW44dFpMOENlNnVSS2JjTkVXSGlJR0RjNDhaSkFyZkZwbDdBTWNSTUtXU2d2R285cGhsWnRkSW4yaURWTDE3d2E0MTRlVkNZalhWMjdI?oc=5)

- **AI Workloads Are Turning The Data Center Network Into A Combined Memory And Storage Fabric - Semiconductor Engineering** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMiuwFBVV95cUxPTm5MT0E2aUFnU2ZTUExSTThMM2dlUWprZHRkZ0VjaDlsTkFqZURIcGFncXhEdjJ5SE0yZUxZZm1Ia1FQV1UzNkNxbElVTGxnZ0dkVDh0czlsdlhoWWl6b3U5N25IV2s1RmViNHNoOWNTU0RaaEdsdHdHZWtvNV9xeGFwNS1tZ3h3TmNaZnhhdHlieVhwVjEtTjB1VEZrOWZlTFUyYW5HaXctdk5zZldaQTU3MHRMTTRYdFlR?oc=5)

---

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

## Episode Summary

In this episode, we cover:

- **Nvidia outlines plans for using light for communication between AI GPUs by 2026 — silicon photonics and co-packaged optics may become mandatory for next-gen AI data centers - Tom's Hardware** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMitAJBVV95cUxNd2J4cG9qdWFFNnpDV0JXRi03QllBc2hOdmk0RzRlMFV1d0FBOUl2ZWdhSndOWmNGXy1nTkpvOWRaaGNZQ1lzSENkckJDbGNXM1NBell6b0Vab2hGRldCZnBkUWQwajBSOFJMREZJaXdOSTA3LUUyZ1VKdWdXSFpCVVJWQkxZRWU4Smp6elNYMVlKbXpaaFVKNzFsTFhYdlJLX2VFUnZILVZmRzhRWEh3SUVfbkJFcU10TktITW9XREQwWm9TNi11RFNOZl9qcXRQdEtWendDUGx0dnlKQ1VNN0lyYl81MmpSSS1yQXBnS3hsLVRvaXAwX2pCMEVEaExLdXRpcU1LLWRfaEhLUnNxc2YyYVdkR2lHa2UxanQyU25VM21pci1TNVdoWHdGZWhGS29mXw?oc=5)

- **Lightmatter unveils Passage L20 photonic interconnect, announces vClick Optics offering for high-volume CPO manufacturing - Data Center Dynamics** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMi9wFBVV95cUxNdmItQVVqUE1RTXFHQ2xaMzFwUXJya2tlS2ZWaFZCTzlUSG9pNThFdENnU0E4ZDZ5WURWTk9LeHZUYVpjclUtZlA3ZlJHV0ZBTGJ5Nl80bTlVcGhwNDZMeWM2Ml9SR0lYNGwyVS1ZZzJPX1h6cHQ4V1ZqV2xQX3lOU1VJaEFRbmxUdmhZdXRPREdXOWFYM3BTZEdESXdvb1ZiN3BDMUNsNzBTVVh5YzVkWXlqS0JDal9aYUtLRmVib3YxOGNCVFFZMTFJUEgwOEVxQldKWnlfNHNiNGRXOXNGbUc2cV90OGVEdkNuQm5nSUhTOXpoc2RN?oc=5)

- **Wistron Showcases at 2026 OCP Global Summit - ACROFAN USA** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiXEFVX3lxTFByMTdIRlpQTEtWemVzN1NtU3lMaW4tSWhDRkwzYVhGTlhkN3VvcU5LRFA5bTJrTl9TcUIzNFM5TTRTU1QtWGF4ZjRGTFpmOXdqZ01Lc0xXYkx3ZU00?oc=5)

- **QuiX Quantum Shows Off A Photonic Architecture For HPC Datacenters** (The Next Platform)

- [Read more](https://www.nextplatform.com/compute/2026/07/07/quix-quantum-shows-off-a-photonic-architecture-for-hpc-datacenters/5267793)

- **RAONTECH Expands MicroLED Backplane Technology Into AI Data Center Optics - THE ELEC, Korea Electronics Industry Media** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiZ0FVX3lxTE42MzhPelRMWGFwOVRJcUhaRnZTRnZsWlE3LTZBRTBPMzR3S1Jhd3RSZGhyLVlJcFVkdU8xaVdiVUpjcFA1ZVJ4OTJqazJ6alR1VWIxRGRfSkdvOWNNeDVXMFpVM1hRT0U?oc=5)

---

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

## Episode Summary

In this episode, we cover:

- **OFC 2026 Summary: How Silicon Photonics, CPO, OCI, and OCS Are Redefining the Physical Boundaries of Data Centers - semivision** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMihgFBVV95cUxNOFdVSFhVMGVORXAtbzEyTW0ta0l1aENhWUhhUVctb21sT2NDaGMwVnl6MWJZcVBqdDVuREp6dUZ0aXZtT0RBbnJlWXVMYTU0VjNIMmN3RE1YX1dVaW14SU9sSWxvOHF2SmZjUk5IdUJ6MVRjdWd1bzhEVmRuTlhDeDctbF8xQQ?oc=5)

- **Co-Packaged Optics: The Interconnect Backbone for AI Data Centers - Pandaily** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMicEFVX3lxTFBRS1Z0UEctelF2TUs5ZGMtTUVBZ3VKMWNFazdwYWJCQWIzVmZEOWVlS3ZzSVlUSnJnVmFCa1QyZUJXa2V6ZVZVb0dla1kzdDIzbXlZRDBldTFyUzVYMy0wRzdqUEtTUHdtSHZqWm1ZVEY?oc=5)

- **RoCE networks for distributed AI training at scale - Engineering at Meta** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMirAFBVV95cUxPZ3BKcFNfTFdSNE53UVdFSDJCUzF5cWZMdDFnYnRfZ2R5OTFPRTRGZ3drMWMzNHdwYmdmMmthMnc4QlJITDg4RHVKdnpJR0ZXaFpKM3FHQkVzSXZGajZLMDhTb0hjbkZ5dG5qOVFXVXIweGt5cDV6cUowMlY2S2dad1p5MFd1ZGQ3Z0NfcEZJWFFFdW1WTVRXWmtQN0treXMyR1dIZjNiUHU4YmVu?oc=5)

- **First Ultra Ethernet, UALink IP ... - eeNews Europe** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMicEFVX3lxTE9aRk5BYUwyTFk0dloyNDlaX25qRS1hTHJJNFpzalJUM1pUMWZXdkwzSXp4SEpfQlV2ZGtpajBCTjdmcmpVdVkyamUwN0t4TVozdVIwX1hObVZxZ1o0ZG1xbHBiekxHTzhUQkx1T0xXRFc?oc=5)

- **Corning’s CEO says data center scale-up, scale-out represents a $10B revenue stream - Lightwave Online** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxQOHowblJXS2U1c2g0YnZqa0IwYnFmelpHOUpLNnNUQXRmaGw5YUJIVngxR3BvdFdvSG54NFZ0eUkxRWVMd0g3SDRLLVR1TWk1RDhsSnBKWDU2VnEwQ2YtblIwY1l6dVJ0VS1IenQ2QldsWUxuZTNHQ1R1cWsxU0FobnBjR0VoXzkxRDY3cWx4RENDVFpoV3VGQzFSVDljeUJKNXNvY3BqZFVQNklwN1ktSHFwMzlZZ0Q0Smh6WHN5ZmRZT3VnWTBmNXhXRQ?oc=5)

---

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

## Episode Summary

In this episode, we cover:

- **Ultra Ethernet for Scalable AI Network Deployment - Cisco Blogs** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMijAFBVV95cUxQcXhxMi15Unc3Vi03c1VWZVRNb2pYU3lEZnhCdFNlaHNVMEhYR3NtTFd6Q3loTVNuWGc2QXdwMnRoVVFxLTg1RXM5a05NWjJjVzVzZjhSX2RndUp5NDdieEZXdGk0RWlKOC0zWTJRY1NpUmpfUzlQTmYydVZMUE5iandNYmh4NkFOSTdqeA?oc=5)

- **Future of AI Networking with Ultra Ethernet Consortium - Nokia** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMipgFBVV95cUxQNE1SQzhybDU3RUNmMFA1aGl0Mk1STjRfdkdDUVVlcFNVREl4V3liS29hakZKWnRteDNnWXdpbldMaVRaTUdNcEFwanN4bm9GckFQejB3QVIzekVYUTNCdG9kQkMtVmpVNzJrSlBDYXNlYzdLSmtoWUpOOEJIRExBTVp1VnZja1hMVmdZSnp3LUpIX09OR3JvN3ZGU015anVFRGJKUWZB?oc=5)

- **Building Prometheus: How Backend Aggregation Enables Gigawatt-Scale AI Clusters - Engineering at Meta** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMi2AFBVV95cUxPUzY5YlI1LVFNRDVSTjJTUXV3dkkxMklzTkJDcy1iVnpOYW1ZRVBVZnZienpYVlN0NFpBclplUHNfWVNuZFEzMFJ4Rm9HZHhwYWFzME4zWFZ1bFZRV3dCMjVHa0VROUNqR0kwZ1RiOEhVSmxqRm1rNk9kbjhQLXB2OGhpbzhaUWJ3RHdDOC1zN0ItS1NzY2FwSll3QnkxZnlBejdRdDM2X0QzcHJsOE5KYnlpczZsRTItWkNNcUp6VzM1RG4tVjVmbGl0OGg4aVR2UjlkMkREQ04?oc=5)

- **Council rejects 80MW data center in northern Italy** (Data Center Dynamics)

- [Read more](https://www.datacenterdynamics.com/en/news/council-rejects-80mw-data-center-in-northern-italy/)

- **Huawei to open-source its UB-Mesh data center-scale interconnect soon, details technical aspects — one interconnect to rule them all is designed to replace everything from PCIe to TCP/IP - Tom's Hardware** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMi6gJBVV95cUxPYkVQNmJQQzlYc0R6aGtHdDd4VXdwdjBQUWhZZjFKckpXSEhHZlh0RFNzUlVrdE5sN1BWODJ3bUVUS0dvazUwY1hXLU45cVdremxucXFocHBvM29CZjJvcGZsS1d6NHZnUGNsQ01hcVdSRVpvWmFneTJYMEJ5bld4eDNiT0NBMjRFczZhM2FLRFV3ZGQxbEtNQ3NMV1VDY05FTWRkekgtbFJUcUJuRkw0QkZtNDlmTFMweWdPbi00azBfLXFTNDR0eGZnUEFfc2ZfbE1iUWY2TDVDTDRCR3RmWlJfcFNHV1BFQmFuTjM3N3kySXQ1NlNUaUNhUEZ3Q3lUY3AtMVljVS05U1BTVndRQzZXRGl3dnpNYTlENEhXcV9wdkV2T29yU3lIbS1sUTBZcHRwWGNzWXRJbnV3a1puVzFkVDU2MWFSZVpsSnNacVprbE1hRkVPUHpXSVhleWZxM0dnY1hESDd3dw?oc=5)

---

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

## Episode Summary

In this episode, we cover:

- **Nokia completes Ultra Ethernet validation of data centre switch products - Telecompaper** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMitgFBVV95cUxPRVk0dURLSE13bVNHYnZORk9GVDkzSTQxN1lULVJEMDhoU3pMNllUcVJmb1F3aVMwVmxWUm0yRVAyMWdNRFFOeXo5NWtqZUhqeHEwYzJYTWIwYV82NUhlVG9LVlJWYUw1eWV1aHRYZFRzZHBPbnZZOXRlZjlhbTJ6Z3ZXTjV2NDBjOHJyXzUyS29HZkpCNHg1cU8xQWhZcmNCVjBLb2dOYVZXSzJTakpGeWpUemc3dw?oc=5)

- **AI Fabric Resiliency and Why Network Convergence Matters | NVIDIA Technical Blog - NVIDIA Developer** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxPdmh0ZmRLMDdlTHFBTWlJQ1VqZlZzQ2xOd09rWWlpNlhlaDE1TXFJSDFLclpMdlU1RXhKZE1ZUXJFMkl6R2JzMWhmTGg0WG96Q0NzdEtUWUZxSHA2cGlpNnpMaENUeXpqTHVxWWtPa3NDLU1aNTNGOHd0N3pDZldNVXBWM1FTRERrNVM4RU5fV3ZQNVNTaGc?oc=5)

- **Celestial AI Secures $100M Series B Funding to Boost Data Center Tech with Advanced Photonic Fabric - HPCwire** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMi0gFBVV95cUxON28zUlBJdGFCMEFJZjV6Q045SmYySDltZG1WdVl0bmlVM1kxTHBsRE91MWlJdDM4UXVxZ2lpUm1NRklFTTJqbUxYNER3NmREdDkxZnZPdmgyT2dWLUU2RnpxM29ya2YxTFF2bDZoQ1hzS1BWYW1DOTZHTVloWVFrVENTT3FQZnQtelhkam5DNC1PejU1WWR6bVE2emJCd0JjUVhoSTJCSGVrZ1F5eW5rVGhVa01MY3ZGazhOd2VGWFZvQk80d2RaOWJHdDRyZ2lTSmc?oc=5)

- **Data Center Networking Market Report 2025-2031, by Offering, Geo, Tech - MarketsandMarkets** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMikgFBVV95cUxQWWR4d21VZlNQVUszeHEyOVlaZ2hkd1pkN25TSElFT0d3cnZqR2VEbld4eDR3TmdjaTBrc2poNk1GNXdIdm80ZEU5M1p1SUZabWdkdXRkZ1R4cm9vTUpSRDNxakFXNTJaLVV3dWR5SkN0VlVmN05JZFBITHNfN1RJWjBVZGFENjl0WGxncmE0ZC1ZZw?oc=5)

- **UnicornIQ’s Vera data fact checker for sales and sales chatbots** (Blocks & Files)

- [Read more](https://www.blocksandfiles.com/ai-ml/2026/10/09/unicorniqs-vera-data-fact-checker-for-sales-and-sales-chatbots/5302401)

---

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

## Episode Summary

In this episode, we cover:

- **NVIDIA CPO Switches Enter Production as AI Data Centers Embrace Silicon Photonics - remio** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxQV09ZeVI2TUNjTFQxRktVMTJ5cWQtTDVSZmpWTE45T1F4MExwV0N2RTI2UHpKaG9pTEZnMy0wenFzMmJtd2lkUXlEZVgtZi1STlREdURsT2hiTjZDd1dfZ012ck5LamJMeHAxSEIzSnZMU3pVVWhBWDFzaGpzS19DNU1RbGRkV0ktV0drYWdjd2ZuUWZ3SGNZQjUycGFOd0M3dUhxRnFKcmFjdw?oc=5)

- **An introduction to rack-scale networking - The Register** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxOaGxzM1hmR05BRkNJNmhhWHpRMU9PNTViQjZXWm9qTVdGNk1qYUhhWElzcUlvM0RhVVJTYVJVSHRPcTh2ZVkwUl80V2lVbkFiQkstaUhVc2xtRzZhYU1XaTREeHFLWlRPeUY2WWJ4cElzeEgzSkI3SHJxLWd4VWVtWWVobm42SzlLcUM2UU83X25QalEtV0F1OEx6aS02NTd0UVNlQy0yVQ?oc=5)

- **What is co-packaged optics? A solution for surging capacity in AI data center networks - Network World** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMi0AFBVV95cUxQdW8xeVNnN2d1aUJqOER3eXJaVHpwa3l3ZEFUdTVQNkJqTGtwNUZkdldiT0VfcVEzR21wOEJ6bURHZmpVN19jQjRILXQ4OWRCTnFPX3BTOWpHMDdKRUEtM05kTjlPZ3E5WVJDNXJKQUJXNUoxTDA3aDhHLWJSckI2Vko2RXpGUkRrSndLRGZFcGk4SklobVQxbktyR00tRlZhb3ZHTkRUeE5HMVhsaVd6RjFYVWRqWVo3MDk3UFQ3V3AyRzhFYWY5eEN1amlGV0Y3?oc=5)

- **Broadcom engineer backs ESUN, UEC as open interconnect pivot points - SDxCentral** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMioAFBVV95cUxNZmhFeTFJMmFDN3RNS1ZqRE5ZRkxnSHhWR1A4eWt0NWtRaVUxdE14UEItZnB2RHEtdndsM2N3TlNhTXduZDBYSzFQQmYxOHU5X0FSR3FkcGVDa1NTbU5fVHVkNl9DODgwYmdLSnRqSnRBV3dSbmZwX3lSNnFKV0pEa09odTEyRTk5NlhFOENjYlc4VDlfdldiVW0wTS1NNEpn?oc=5)

- **Nvidia GTC 2026 Silicon Photonics Rubin Ultra Chip Launch CPO Data Center Infrastructure and Market Trends - Technetbook** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxPRWtWcEROcUljc1ZNd1NDYklaWVdPMWJKbGdRNGcyX3RzS19INElUZUFDQjFMSDRhenl0ZFNPV0Q4UVRXMzRfeDdMcVhsMWhXbFp4U2NaeDEtRTNyS2R1dUJOMXVOV3M1Z203b1c1QXRBYW01REZhUlo4dTRieW11UEtoRm1SNnZG?oc=5)

---

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

## Episode Summary

In this episode, we cover:

- **What Will It Take To Deploy CPO At Scale? - Semiconductor Engineering** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMieEFVX3lxTE54MUlLbTRFQmpjcGpUVDFRX1gyTFVWLXFTekNreWlpUG9uR1VSN2xJdlRJRUp5bVNZS3VCcnkzeHRBXzNIQ1JSZVo2eGxkOEIyNTRxbXpXV0lwSlpKNF95a19NcUhEVGFJVHVnSjEtdDdFb0ZYVHc0cA?oc=5)

- **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)

- **Industry insight: photonics to scale AI data centers - Nature** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMiX0FVX3lxTE1aSEZwNk1tM0FhUUo2RnotRWo1YXltYk5EYkRmbTBpcFZkd20xN1NhUk1ScXFMNDh4UWNCSWdvZ001eWZwSExPeHlSZFZKMUY0bWw0c2EweW9YdmZZa0Zj?oc=5)

- **Protecting uptime in the age of AI: coating considerations for AI data centers** (Data Center Dynamics)

- [Read more](https://www.datacenterdynamics.com/en/opinions/protecting-uptime-in-the-age-of-ai-coating-considerations-for-ai-data-centers/)

- **Connectivity Revolution or Evolution Inside Data Centers? - EE Times** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxNYkc5TGxjcXh0TGpSQUw2cEpPS21tWm9NMGVkbF9PRWhDa0VHWDNGUWlCTGlvSmwtcThaRDdoOENKNVhxRWktZFh5ZXhVWkd5ZUZMeDZDYVQzNFFmYzNteGw5STlxd3Fab1hGNXUwM2oyaGNSU3BpeFJ0N3NVR25fYTBPMmE0WE51?oc=5)

---

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

## Episode Summary

In this episode, we cover:

- **Light into data: How silicon photonics is powering the AI data center revolution - STMicroelectronics** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiWkFVX3lxTE9WeFVQakJKN2NQV3daTHlLZW9tOFY2QzNTdGY1Y1FERDJZZzBqZkhsamxDVWVrMmQwQmRRWV9acDZFZ0NVdkZFaW9HZDl3czB2bTRJTE5wVENmUQ?oc=5)

- **Broadcom takes on Nvidia with Thor Ultra, an open 800G Ethernet chip for AI clusters - TechSpot** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxQZVdaTkk1c0V2akxmNmFaNllCeWhwV19uNi03djRRN0had3JhYVV2Qm5EZHdNdVVYQU5YZ1hpT0Ywc2xrWFluQjdKX3YzNjZQUHhmYmh4dWRFanJuajhwZHdwWE5aRFJEaTk4eUg2ZFpna3BuN3BTQkM0UDlfc0dNU3M3RF83Ym1vWm0xZWpQRkx5bnVPc3BuVQ?oc=5)

- **Coherent Stock: A Buy Driven By Robust AI Datacenter Optics Demand (NYSE:COHR) - Seeking Alpha** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiowFBVV95cUxQMnhCTDI5N1AycHhMaENYNzFnb0dnbVMwb1J4MVA4b0hxeFFRdnM2RHQyNmNoUFVkX2UtREtYeS1fc2NvaXRSdmxEamQ2NXg1eW9fZXg4cEluVEdzZldYSlB1MmUweXg0NDA4ZllrcmZSOVJrWkFCYjhBeTRCNUhaZ3Fqc3VWdE50NkxxSEplT29lMnppS1k1UTRPQnVCMDBhampR?oc=5)

- **The Future of AI Data Center Networking: CPO, XPO and Optical Innovati - AOI Newsroom** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMisAFBVV95cUxQRnpRTERiTkpmMDZNYnh5bjljbE9hTHRqdWZzTkZJVE41eUQ3bEFxRzZIWkJsdjRMbHFuN1BsckkyMm9FUDlzQ2luRHAtakRUNm5qX1dNQ1REdmo2ejFlVVB5VGZBUU5IRmstTlphdHFudy1uSk9ZcFIxZWdtTTFYcFI5RkJEdi1mSXRudjVRYWRKbjB1bk5aUG9mdU1pM3l1STg1R3N5RFdEU1M2Zk5Saw?oc=5)

- **MicroVision, Inc. (MVIS) Launches ELSFP Module For AI Data Center CPO - TradingView** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMixgFBVV95cUxPekhFM2dramVJWVZoemZwajZTZlRBblUwRHRrNFpweFV0c3BMcXY5NnJXYXJuTUNiMnpDWWlKZ0k1RXBtNVFpdXNNNXU0OWFVaUx0Uk9GNFZHbmVJUlVXVENMYkh0c3Y5OTBDdUVJSFZGNTF3RTh5X0lTaWxMLV8xLTAxSW1TNXdkckM0c2tRQWZ6T1h6VFB5TUg1cTQ2a3N2ZHZreTQwNl9EcjZTYmE0eTRURGF4VE9YSlVKV2JSc3RlQ2FqTmc?oc=5)

---

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

## Episode Summary

In this episode, we cover:

- **Co-Packaged Optics Reaches Power Efficiency Tipping Point - Semiconductor Engineering** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMijwFBVV95cUxQNUZxcWxjOV9oZ0x2cWdqa1ZyanNxbGhScXpqQnYwTGlrVEJvSV94aUtkZ0NNanZDcGFmTzNtMWN5VGs0VEFaWlFXcnNfLXZvOGxSSVVtOFJsdHFoT0wzV3drcEdxMm14M016U0UzVS1aQnJkeXRpNHYzM2k3amV6bGdqdzBJWmpBQ1UtaWR5aw?oc=5)

- **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)

- **Co-Packaged Copper Extending Its Reach Inside Scale-Up Networks - Marvell Technology** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxNLVNJUFkyTFluT3hULWNoNTB2NU1pYkZVOGFkZHNWSWZNcDFUbS1PRk03bjk1bXk5cjJOV2FfUnZmV3lWSlExWFB0bmZMOEVNd1c2elFmUDZjeTNYdUwwQ3Z1Z0t4TjJzS1VGckk4MlJCTVVWN2lYRXFfdnA3Y1JoMzNsN2hIRzVV?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)

- **Investment firm Forum Markets partners with Edge Node for US compute roll-out** (Data Center Dynamics)

- [Read more](https://www.datacenterdynamics.com/en/news/investment-firm-forum-markets-partners-with-edge-node-for-us-compute-roll-out/)

---

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