Line Rate

## Episode Summary

In this episode, we cover:

- **Nvidia updates data center roadmap with Rosa CPU and stacked Feynman GPUs — optical NVLink, Groq LPUs with NVFP4, and NVLink also on deck - Tom's Hardware** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMijgJBVV95cUxPdVRraWh1ZllwQ2pyR1J3Mml0VExDbzNET3BRYW1SR0I2YmNOQ0c0blZLS252Sm1hXzZBNFZCdllQVEd4LWRDSVJoM0RTdHgyYUprdTM3dkJfbHZYV0tJekRlaFZ5M04xQjhORVdTbFVpa2hTNXVablZyak5LT01yMnN1dXJVZmhOeE9uNFZCeFdqZTdhT2hCOGdsRmlOeFNZekVVcUYyd0VOSUZFaGRMMmhfTllfb0c0akduWmoxNkFPRzdNUHREa1NGY19KbWQ1clh1VXJpM0pfSkRKMXRnVTJrdHZnMEdGeUc0T2E1SWlZc3Y1WmVRbkJzZ0tYam0xdG9MQk5RRzNUMEx2dEE?oc=5)

- **Google unveils Virgo, the scale-out fabric ditching three-layer networks to unify AI accelerators - SDxCentral** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMiyAFBVV95cUxPNHhxeW5vSnMzR2lKN1ZnQzBGTUlmLW16Y2l4U2t6MGF4N0hMRkd2U2lTbE9FRngzbUVKUlpQVjVjanlxZkFHcmFQdFZlTlJaWElnNTRycFJfc2Q2dC1nNzZTbkM2aGZDNV9nNVBOYkhQRTFsdUZqWVpZcUNXcFVQLWlKOTZ4MFptZVNhejFzNXRnV2ZyLXh0ZUdNOGRnWllscjFPM094ZTlROXVKVmxVcTVQblVGMFlhaC0tX3Q5c3lwNXZQSWw0aQ?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)

- **Thailand set to finalize new data center regulations by mid-October - report** (Data Center Dynamics)

- [Read more](https://www.datacenterdynamics.com/en/news/thailand-set-to-finalize-new-data-center-regulations-by-mid-october-report/)

- **Xscape Photonics Announces $37 Million in New Funding, Launches Eight-Wavelength Laser for AI Data Center Networks - Business Wire** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMiggJBVV95cUxPRG9kX3Rjd2MzVEJLTVpPcG5hUE9MV0pqeDNoU0t3RUZsVm5BUG5UQ1JfSno5TEY0d2NSRVRlNnBNbnNtWlR6N2UzeVBNTm9GVWdpQV9tTGFYdmxKTjJaU0kyZFdzTWJOeHplVmJLRDIzNzVYQ3otb28wWWZCTnlsUFVGVmNHZ280dEd0dElOZXZtXzJVRmd5ZmJZdGFEcC1WLUJPMlE3b0FsNUQ2VEt3VTFnQThFN3o5SThfY2RhRTlvalp6MzF1YVJoUDdYSkhpaFFEalE1Tk42UDVmR3ZQYmtXWnp3Q2dfX2ZhbVd2a1VSNkpnTkVwUUNWVEJNdHloN1E?oc=5)

---

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

## Episode Summary

In this episode, we cover:

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

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

- **Optics Still Driving Marvell’s AI Business More Than Custom Chips** (The Next Platform)

- [Read more](https://www.nextplatform.com/connect/2026/09/02/optics-still-driving-marvells-ai-business-more-than-custom-chips/5294018)

- **With The Carina System, QuiX Pushes Photonic Quantum Computing Forward** (The Next Platform)

- [Read more](https://www.nextplatform.com/compute/2026/07/29/with-the-carina-system-quix-pushes-photonic-quantum-computing-forward/5280744)

- **Copper Demand Surge in AI Data Centres: Mining Investment Opportunities - Discovery Alert** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMic0FVX3lxTE56cWEtNVJ6XzJOQUgydWZrMWxGa3ZOaWgtdUNJSnM1SERnTHdsZ3BQMDlGUGw4Wl9nT0ltZUVleHptYy14Z3MzVnl4SGhiNHBXTnVaQ2tIT09sM1JjR0NMV0tZclBxWlpJbjBhdXl0bThPbDQ?oc=5)

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

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

---

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

## Episode Summary

In this episode, we cover:

- **Why Ethernet Matters for AI Networking - Nokia** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMidEFVX3lxTE5JMzdfV2gzbTdiZzVFWm1RSmRIdWlRNTNTRzRjZUJ5UjJWVmpVRTdoWDZSWVNkNTZDTElQMHNMYUlNeThEU1JQOF9pWmdoU0ctbXBadDh1NE5hak53OHoyb05PcWIyNmR3d3VEd2Z2bFpZSFZm?oc=5)

- **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)

- **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)

- **Integrated Optics: Breaking the Bandwidth Bottleneck for Hyperscale AI | Features | Mar 2026 - Photonics Spectra** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiigFBVV95cUxNcWRhVUNnVVZ4akxtOFFubFhxQlB6MV9rN2hwMk56dWg2Q2pEanZySmxGYl8zMlQ5YmlVbGNsRzM0X2NMNzFlaEtiUzVueFNwYUQ5NTJFVGl2Wi1YZldOVi1CV3BzVURkeDUxYWp4STJtVl9PTHdsclJKVzAwU2kzVVFBbUtTY21vSGc?oc=5)

- **The Battle for AI Data Center Connectivity: Is Copper Out and Fiber In? How Are Supply Chain Profit Distributions Changing in the CPO Era? - 富途牛牛** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMingFBVV95cUxPUVhSWUhuNXEzVllnYmJRUWE4NFF4bVBpckh1V2V0ak9TcDduVVlKRHNpenhjQThWaFhVSW54THBQN1M1RzI4enJMMXR6RWpLLXZWNWo1NnRic0VMZUdvbnhUcllOM0N1REN3NC1yeThlTlpzZUZpYnQzbTBkbllIdUduWVJ4am1FT0ZvTy1VUDlEZ180UkVmdUEyN3pqQQ?oc=5)

---

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

## Episode Summary

In this episode, we cover:

- **Astera Labs Releases Leo 2 CXL Memory Controllers and Leo X Controller for Rackscale Fabric-Attached Memory** (ServeTheHome)

- [Read more](https://www.servethehome.com/astera-labs-releases-leo-2-cxl-memory-controllers-and-leo-x-controller-for-rackscale-fabric-attached-memory/)

- **Optical Interconnect in AI Data Centers Market size to Reach USD - openPR.com** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiogFBVV95cUxOVk10WGo2N2FROGNPRjl3T3pTWHBNSmVEaEpucFgxWmNtbHlLdUkwT0xMZ09VaUw1SzI2VFJRaU5SU0oydEFtcW5xYzdPR1U3NWFpakpBLWt2U1NkdFA5eU1aVWNrenlBcmZtd1lLTlNSd0dzemNJM3VBQU9xRzltN1JPZVlnN0RaRnFaTXIwN2RRNnF4RFg0S05uYnA5dV96YWc?oc=5)

- **Nvidia bags Oracle and Meta deals in Spectrum Ethernet win - SDxCentral** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxPWmhJUmMzTVlRaTBEZW94VjhzVWR2Zmd0ZV9OZ0ZLNTJ3MEVoOXBkbXhTVThCTUczU2htZW9Lem5OS3RDeHEwdlpLWm5vaWdOanZSMWhSaUhmWnhBZFhiRTBVQzNHOUdqTEttaV9rajZYTjZOcTd1TnVuUThuZTBFZTlZZVRQV0lPaDBNblFtRTZyMUNzT2c?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)

- **Arista Modular Switches Aim At Scale Across Networks, Hit Scale Out, Too** (The Next Platform)

- [Read more](https://www.nextplatform.com/connect/2025/11/04/arista-modular-switches-revolutionize-ai-network-scalability/1653165)

---

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

## Episode Summary

In this episode, we cover:

- **From Pluggables to Co-Packaged Optics (CPO): The Transition Transforming Network and AI Architecture - I-Connect007** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMi3wFBVV95cUxNamZqYVo3b1NMbmJHU3NNVlpyQ1BtNWpZb0RzQzRjSy1nWnhQVmYtSFk0SkF1MlpVdEV1MXhQTWJQd19nQTdYT1Z3M2VsWG5hZnFIMEVTNXFHOWRycFVxR2VLR08yTnRxNlFSU0FDWkU3ZW9hN3p3UUNxZVVtSG8wdk9vNFZUc2RsYUNtZnpSV3lCdEk5UTVUMEplT254T0dTSXM5SjhtaVhUUUJnTWxQWWZ2S2k1RkE4TDBkdmVWNTRISXJHel9hUC1PWXVzaFFjNDJFTHYxNXRSRkJHeFdv?oc=5)

- **Top Trends in Networking for AI: Connectivity from AI Clusters to the Edge - Futuriom** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMivAFBVV95cUxQb1NmQUp4V3ZJcmltb0ItRWR6TEVOMFhBeFREVklBNElqOE9MNk85UENiSHQ2SUY4TS1qTDdrdWVoR1h3M1VHLXhsOWtoUzZ4V3ZWaWl2NGFUUXprNzJlWVNOczh3dHpDLXdlSWI1emhfSThRMmxYcnVOUFc5TDJpT3hVRzBGTmFYbm12Uk43S2RZbV95SkpoU1EtR0lSV2plaG1FYUtHX2xCZk82eld1WDBNeXptZHQ0X19zZw?oc=5)

- **Marvell Joins Ultra Ethernet Consortium to Drive Network Enhancements for AI and Accelerated Computing - Marvell Technology** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMijgFBVV95cUxNWXZncHFQVkRzbXN3NTVmT1BJbDF4Mzg4Um5VSXVBRVdjTTFWQklvMVhBT2RmNGFSdlV5eC1WS05FdVlQbVV6NFRybFhqdFY0MmgxbFlTUFE1Yno4T3hXQlVPeEJBVHlSQ3NObmlIbzFHaHVHdk42Uy1wOU8yY2l1d2JFTG4teVFsV3J4Qk1B?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)

- **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)

---

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

## Episode Summary

In this episode, we cover:

- **Nvidia Unveils Revolutionary Co-Packaged Optics Technology for AI Data Centers, Quantum-X and Spectrum-X Platforms Set for 2026 Launch - finance.biggo.com** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMigwFBVV95cUxOUjhQRkl5X2IxWXdvS3pfTk44NnZFUGdvUE5QeHYta1VScE56bVh6UXFIQk1XOTJFeHoyUWUzUTRhYVBqY2NEREFlY3FFWEhsbnNTZzA3R0RyZ3owY3JHZUNuUkVqS1dFcm1GX0NURkRHMy0zOXBKVE94bEJVc25RbGZ6NA?oc=5)

- **Salience Labs Wants To Scale Up AI With Silicon Photonics Optical Switch** (The Next Platform)

- [Read more](https://www.nextplatform.com/connect/2026/07/22/salience-labs-wants-to-scale-up-ai-with-silicon-photonics-optical-switch/5276643)

- **More Power To You – And To The Datacenters** (The Next Platform)

- [Read more](https://www.nextplatform.com/compute/2026/06/15/more-power-to-you-and-to-the-datacenters/5255892)

- **Vantage Data Centers raises $2 billion for North American early-stage portfolio development** (Data Center Dynamics)

- [Read more](https://www.datacenterdynamics.com/en/news/vantage-data-centers-raises-2-billion-for-north-american-early-stage-portfolio-development/)

- **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:

- **Integrated Optics: Breaking the Bandwidth Bottleneck for Hyperscale AI | Features | Mar 2026 - Photonics Spectra** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMiigFBVV95cUxNcWRhVUNnVVZ4akxtOFFubFhxQlB6MV9rN2hwMk56dWg2Q2pEanZySmxGYl8zMlQ5YmlVbGNsRzM0X2NMNzFlaEtiUzVueFNwYUQ5NTJFVGl2Wi1YZldOVi1CV3BzVURkeDUxYWp4STJtVl9PTHdsclJKVzAwU2kzVVFBbUtTY21vSGc?oc=5)

- **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)

- **Nokia Launches AI Networking Lab for AI-Native Data Centers - Techgenyz** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMia0FVX3lxTE1yNzlVOVNQeWR3UVBwUTltMWl3eWloWldYaW1UR09DS0ZRb3pQaE1WUFIwSXI1RUtPRi1LN2Y0ZnNETmZBNjgyOGx0ZUZ4WmFfLThfa0NBdF9HRGs3Skt4eFRVb1ZnMDJEemE0?oc=5)

- **Photonic Fabric™ Technology | Enabling optical scale-up networks for accelerated computing - Marvell - Marvell Technology** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMiakFVX3lxTE9DLW9uVDdhOTBGek9JSTFwTDYtYXI4bXdTMXFIaEQ2bnU3WlVxTkdIemhkemVia2t0ZHlkTnk3a0lMbjJUaWUtUk5PNUdsSDVFZHFGTXVmcDVwOGxKXzFBUzkzcjYzOEdqX3c?oc=5)

- **AI data centers hit a new bottleneck: Optical interconnects - Seeking Alpha** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMinAFBVV95cUxPOGpmQ1JTRWNkUHppTTZqWUJjQUU3RFRzZjBGTTFZR2Nrbi1jcmdSOTdHYkdYd2UtYWswbkhkNjcwek5IRjdwOGtMcWpyQzBvRjl4VGFfQjBNOTlxSDBnYk1vdkxhY091bDBQUVhYSzg3VmFxVDJjV0hLMHBmZUcxbUxnLV9wdWNEUDZxQzdBUFNZSFEyTGtSX1dFcUw?oc=5)

---

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

## Episode Summary

In this episode, we cover:

- **L&T Deploys India’s First 10,000-GPU Unified AI Cluster for Together AI in Chennai - Tech Times** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMixgFBVV95cUxQTE9sb2wwSTdGOUNmelVPYnBBcDZKS1FtbEdSSV9PdjVBeTkxVjM0dHhOem5oTTRGX0hQM3EyRGZLVjh3UGxuU3ZrV21memhWRGd3S0RuUl8yMTNBbFNlaWdEODIxQzE1U0dPbTNvdlh5aTlFNlJ4R0JBVzFJNVR1QndzQ0QyRm1OUHVvaVVKbFoyQTNSNjNUdXRvcldnVXY3cW5ON3FLYXBFS2N0cnNlWU0wc3JZN181ekNrMnJqZmlxendtZVE?oc=5)

- **Photonic Packaging Market Size, Share, Trends - marketsandmarkets.com** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMikgFBVV95cUxOR2hQN2pyNXo2Qzc1cnJHMFVLUFpOeEs3cE5pUWx6eEpuX3VPQ3dSNEJWU1RjblBGeXVuUVd6U1M0SlNud0JKLUpiTXB3ZE1XbHhxVUVrTTZiZ0JjVmlPYjNNQ1dQNzhIUl9XM0I5SDNETWltcnpYTzVKdGRLMlIyRzBhWUVPTU9kUFYtVktmX0JFZw?oc=5)

- **Corning targets $10B ‘inside-the-box’ opportunity with AI-driven optics demand - SDxCentral** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMirAFBVV95cUxPTzdtVVVEWUtFNFlYc185LWhjanR5cF9KRS1SM2stVWJYTjZaMF91YWl5aHNrWmVlb1d2ZDl2Q0RwVEI0VzJBcm55NkJ5V2NMbDBBVmVLOVpxOXcyWU5jcFo4RlVtMlZLNjRXZlo5TGN0VjRzWU8xQS1nNFdjWEdUT2p4YUJoZ3FKM2ZaMDZ2cXI4NHhFaE9yWVdic3lVWEFmWlpJUTFNQ3FheEI0?oc=5)

- **Beyond NVLink: Celestial AI’s Photonic Interconnect Leadership and Capital Strategy in the Trillion-Parameter AI Era - semivision** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMigwFBVV95cUxNS2tnMnVvU0RtVXZQLWJubVdNdDM4b0ZyZnhvQXZUOTc1SThONXpyWC1jSWgzWHZKeUJ1eHhHdlNyX21IT3VjUV85VWV0VDNENDFaY0s0bE9rZmJUR1ViamJrNVJiUEFGU29LZEdpUldrejI5NXZOaDkyUU9RTzFacThNbw?oc=5)

- **Marvell: Custom Is The Dark Horse Catalyst (NASDAQ:MRVL) - Seeking Alpha** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMiigFBVV95cUxNZWRPcG9ydHJUSVdQcUtVSGFQUkl3ZHBIaGk2c1EwTVdpdk9wZDdUb0wyNHdDYzhDeU85cFJ6VFBqYVNfYVlQN1dFWEZYQk5reTA1U25fX0EwVVZ0R0RRZWp1SEFNRXFhTVVLY05MWkhyb0ZvS3JFcHQtU3l4SFkwNU9IREt5NF96Nnc?oc=5)

---

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

## Episode Summary

In this episode, Skyler covers:

- **The Battle for AI Data Center Connectivity: Is Copper Out and Fiber In? How Are Supply Chain Profit Distributions Changing in the CPO Era? - Moomoo** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMinwFBVV95cUxNTmNyUHNrWHROWkxGLTgwaTVHbTBzTE5BZTFOZnB2d1d6UTlyc1hpSDd6Y0lvc0pmMGN5QWNKb3VfTzlLZTVvUVNWNk5xRmVubUtmcXVibEVuQjhzT05wendNc0FOSXhjRmllRzNmQUFPNXpxaUtzOHFfaUdBS1p5Ym1ZOHpHcGg1VEd4Qi1sTGtuWlFfZVZXYk54UFJKTlE?oc=5)

- **Photonic Chips Are Going Mainstream—First in Data-Center Networking, Then in Compute - Intelligent Living** (Google News: AI datacenter networking)

- [Read more](https://news.google.com/rss/articles/CBMie0FVX3lxTFBUNS1yb3NxM05wVWl4RWJWbzg3c1RZTnZPUkFQYTJRNE5xY21haC1xQk1TSjdqOTd1ZVEwcG1FczBtTDVUZW1teDNaM1BXUE1ab0hIdHVNNE01TzEwOFZ1NmJnbkZ0UUFFNDFtb1ZiN1dIQ0w1RmJQSm9JNA?oc=5)

- **Sivers, SemiNex sign $3.4M program for AI data center optics - scanx.trade** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMisAFBVV95cUxOdXZTNm51NEhwdDVMdFBBdzV0SlgzNTBNYm1qN1dWTDRaUFBhblh3cFlCRkNJbGxST2xWV2RMdFQxT09uVXpYdDRzY2Iwb0pieFJMeDJ5aDlrVUNHX0RDVUlTTmlZdDFLSURGRUQ2WVRIQTgzc29qSFkyZDRaV3JvME1DQXdHa1gzbDFaX0NqcTZzMG5ybkF5NXdtUlBIOVZYZWFyRjN4MGRrZEpvTFF3LQ?oc=5)

- **Broadcom scales up Ethernet with Tomahawk Ultra for low latency HPC and AI - Network World** (Google News: Ultra Ethernet / UALink)

- [Read more](https://news.google.com/rss/articles/CBMiwgFBVV95cUxNd0gwZ0dGMXNwVDJhOVlqU3lEOVpnLXRjVHM0NFNPdndMWkczYy16SVBXcTUyNTBlZk15Ni1faFY0eWw5dW5jbFRleE9PSXZjMGlWU2x3OHM0VjJqZ2RuOUdIOVBSNXlKNXc4c0VFSl9VT3lkcHRkREI5eUhRcHF2WUQ1R2loY3pDY1B2SnBPeVJoS1ItWmswU3dkV3BjU3Z3NUVaNVM0SDNMbXRUbEtacnNCX2Z6OXpOQ01UcF9GRUlVUQ?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)

---

*Line Rate — brought to you by Ada and Zen Semiconductor.*

## Episode Summary

In this episode, Skyler covers:

- **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)

- **Plans for 120MW data center withdrawn in Lombardy, Italy** (Data Center Dynamics)

- [Read more](https://www.datacenterdynamics.com/en/news/plans-for-120mw-data-center-withdrawn-in-lombardy-italy/)

- **The Battle for AI Data Center Connectivity: Is Copper Out and Fiber In? How Are Supply Chain Profit Distributions Changing in the CPO Era? - 富途牛牛** (Google News: co-packaged optics)

- [Read more](https://news.google.com/rss/articles/CBMingFBVV95cUxPUVhSWUhuNXEzVllnYmJRUWE4NFF4bVBpckh1V2V0ak9TcDduVVlKRHNpenhjQThWaFhVSW54THBQN1M1RzI4enJMMXR6RWpLLXZWNWo1NnRic0VMZUdvbnhUcllOM0N1REN3NC1yeThlTlpzZUZpYnQzbTBkbllIdUduWVJ4am1FT0ZvTy1VUDlEZ180UkVmdUEyN3pqQQ?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)

- **DCD Talks: Powering US data center growth beyond the traditional grid with David Bosco, PROPWR** (Data Center Dynamics)

- [Read more](https://www.datacenterdynamics.com/en/videos/dcd-talks-powering-us-data-center-growth-beyond-the-traditional-grid-with-david-bosco-propwr/)

---

*Line Rate — brought to you by Ada and Zen Semiconductor.*