The answer is not necessarily that NVIDIA has lost confidence in CPO. Rather, … · @semivision_tw · TwKit

@semivision_tw

The answer is not necessarily that NVIDIA has lost confidence in CPO. Rather, the AI infrastructure industry is entering a new phase in which the economics of optical interconnects can no longer be evaluated solely in terms of energy consumed per transmitted bit. Bandwidth density, serviceability, manufacturing yield, deployment flexibility, and total cost of ownership are becoming equally important. USFP reflects NVIDIA’s effort to preserve architectural flexibility as AI networks become larger, denser, and increasingly expensive to operate. https://tspasemiconductor.substack.com/p/nvidia-and-cisco-introduce-new-pluggable?r=4hpdhj&utm_medium=ios

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