Co-packaged optics brings an operating-model question to AI networking
The 2026 sampling, production and supply announcements make serviceability, energy boundaries and replacement responsibility central to evaluation.
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The 2026 sampling, production and supply announcements make serviceability, energy boundaries and replacement responsibility central to evaluation.
The August paper addresses stored parameters and intermediate states; the available evidence does not support a whole-system efficiency ranking.
The March Passage announcement concerns data movement; its evaluation platform keeps measured bandwidth separate from efficiency targets.
The May announcement advances co-packaged optical networking while leaving shipment timing and workload gains as distinct questions.
A benchmark comparison needs compatible tasks, precision, accuracy targets, baselines, and energy boundaries.
An efficiency figure needs a workload, precision, and system boundary before it can describe real computing impact.
Moving data with light and performing a computation with light are related architectures, not interchangeable claims.