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Wuischpard believes the tight coupling of optics with silicon is going to be ‘a big deal’. 

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Does this mean that the market opportunity for co-packaged optics requires companies to become partner suppliers to the likes of Broadcom and Nvidia that dominate the respective switch and GPU markets? 

“Generally that is correct; there are going to be a few large players who will be driving adoption,” says Wuischpard. But he highlights additional co-packaging opportunities.

One opportunity is the U.S. government and the system integrators that serve their opportunities. A second is the hyperscale data centre operators. “Ultimately, they are driving demand back to the Nvidias of this world,” says Wuischpard. “A lot of them are building their own custom silicon for certain workloads and use cases, particularly in AI.”