AI Expert Call #56: CPO market updates Quick Note We hosted our AI Expert Call Series #56 today (20 January), with an expert from a leading global AI networking company. We discussed CPO technology roadmaps, CPO application in scale-out and scale-up network, commercialization timeline, and CPO supply-chain dynamics. Below are the key takeaways: CPO penetration might rise from 2H27E, while NPO could be transitional in 2026E Broadcom vs NVIDIA CPO solution Broadcom and NVIDIA (NVDA US, Not rated) have differe ...