Co-Packaged Optics: The $91 Billion Question (Pt.1)
CPO's $91 Billion Assumption, NPO's Quiet Momentum, and the OCS Wildcard — Mapping the Bottlenecks That Will Separate Winners from Consensus Darlings
6.4T
Powering AI From Orbit: MACOM, Coherent, STM, Hamamatsu (Pt.4)
Heritage determines the clear near-term winners in Space DC optical networking (2026–2029), while inter-orbit links represent the only category of truly incremental photonic demand.
SpaceX - Powering AI from Orbit, Space Solar, and the Musk Stack (Pt.3)
The orbital AI data center as tight satellite clusters: redefining photonic demand and unlocking compute beyond Earth’s physical limits.