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11 Nov, 02:18

Google placing massive NPO order for TPU scale-up

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AI Summary

The author shares specific data on hyperscaler adoption of Co-Packaged Optics (CPO), highlighting Nvidia's leadership, Amazon's 2027 timeline, and Google's multi-billion dollar order for optical modules.

> Nvidia has been the most proactive about CPO adoption than other players. > AWS is reportedly the other player adoption CPO in 2027 for Trainium 4. > Google placed a 12M order for NPO modules for TPU scale-up ($12-$15B in spend, split 60/40 between Innolight and Eoptolink. $NVDA $AMZN $GOOGL

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