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Huawei's NPO bet challenges CPO's path to AI scale

Levi Li

Levi Li

, DIGITIMES, Taipei

Oct 7, 2026, 09:55 0

Credit: Huawei

Huawei is backing near-packaged optics (NPO) rather than co-packaged optics (CPO) for its next-generation AI infrastructure, arguing that NPO offers a better balance of cost, manufacturability, reliability and serviceability as optical interconnects move...

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