# cpo (blogs) — RSS Amplifier Recent posts from the 4 feeds in the RSS Amplifier directory that cover cpo. Page: Feed: --- ## [HBM Density Peak: Why AI Value Is Moving From Memory to Connectivity](https://damnang2.substack.com/p/hbm-density-peak-why-ai-value-is) _2026-08-20 · Damnang · Damnang’s Substack_ Rubin Ultra's lower HBM stack count, SK hynix's CPO review paper and Marvell's optical portfolio read as one shift in where system budget goes ## [Cerebras Supernova 2026: Irrational Recap](https://irrationalanalysis.substack.com/p/cerebras-supernova-2026-irrational) _2026-08-19 · Irrational Analysis · Irrational Analysis_ Some useful information. Meaningful progress. ## [Will HBF Create Upside for Sandisk?](https://damnang2.substack.com/p/will-hbf-create-upside-for-sandisk) _2026-08-18 · Damnang · Damnang’s Substack_ Feasibility and adoption across four architectures ## [Episode 273 - How to Keep the Humanity in Artificial Organizations](https://oneknightinproduct.substack.com/p/episode-273-how-to-keep-the-humanity) _2026-08-18 · Jason Knight · One Knight in Product newsletter_ An interview with Barry O'Reilly, Author of “Lean Enterprise", “Unlearn" and “Artificial Organizations" ## [Intel CPO Group is Alive? + Very Interesting NVDA/LITE/AEVA Bonus Papers](https://irrationalanalysis.substack.com/p/intel-cpo-group-is-alive-very-interesting) _2026-08-18 · Irrational Analysis · Irrational Analysis_ 'Tis but a scratch. ## [How Coherent Can Earn Investor Confidence](https://www.viksnewsletter.com/p/how-coherent-can-earn-investor-confidence) _2026-08-16 · Vikram Sekar · Vik's Newsletter_ Bridging The Gap Between Market Skepticism And Industry Reality, And What To Watch For Next. ## [Coherent Q4 FY26 Earnings](https://irrationalanalysis.substack.com/p/coherent-q4-fy26-earnings) _2026-08-14 · Irrational Analysis · Irrational Analysis_ The opposite of Lumentum. ## [Optical Investing, Round Two: Which Names to Watch Now](https://damnang2.substack.com/p/optical-investing-round-two-which) _2026-08-13 · Damnang · Damnang’s Substack_ Earlier this year, the theme that led the market’s big rally was without question the optical sector. ## [OCP APAC: Copper vs. Optics Contradictions](https://www.viksnewsletter.com/p/ocp-apac-copper-vs-optics-contradictions) _2026-08-13 · Vikram Sekar · Vik's Newsletter_ Everybody is scrambling for ways to hook up stuff. ## [Lumentum Q4 FY26 Earnings](https://irrationalanalysis.substack.com/p/lumentum-q4-fy26-earnings) _2026-08-12 · Irrational Analysis · Irrational Analysis_ Massive alpha in plain sight... poorly explained by management. ## [Ship software peacefully (Sponsored)](https://crawlproof.com/a/rIynZdtcv9Cy) _2026-08-12 · **Sponsored**_ Deploy apps from your repo with auto-config, instant previews, scaling, and monitoring. ## [What Does Rubin Ultra’s 8-Hi HBM Mean?](https://damnang2.substack.com/p/what-does-rubin-ultras-8-hi-hbm-mean) _2026-08-11 · Damnang · Damnang’s Substack_ Since SemiAnalysis published its institutional report on the HBM4 8-Hi despec, a wide range of interpretations and speculation surrounding it has spread quickly through the market. ## [CBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad](https://irrationalanalysis.substack.com/p/cbrs-update-wolfnvts-lawsuit-hbf) _2026-08-09 · Irrational Analysis · Irrational Analysis_ Mish-mash of topics. ## [The Laser Market Repriced by Scale-Up CPO](https://damnang2.substack.com/p/the-laser-market-repriced-by-scale) _2026-08-08 · Damnang · Damnang’s Substack_ The biggest confusion in discussions of CPO is that scale-out and scale-up are used without distinction. ## [\[Post-$\] Astera Labs is a Switch Company in Connectivity Clothing](https://www.viksnewsletter.com/p/post-astera-labs-is-a-switch-company) _2026-08-06 · Vikram Sekar · Vik's Newsletter_ ALAB is a copper play with high growth switches, CXL opportunities and optics dreams. ## [\[Market Memo\] Orange Man Attempted Chinese Transceiver Ban](https://irrationalanalysis.substack.com/p/market-memo-orange-man-attempted) _2026-08-05 · Irrational Analysis · Irrational Analysis_ A not-so-gentle prod to the hypsercalers. ## [Astera Labs: From the Tray to the Rack, and What Comes After](https://www.viksnewsletter.com/p/astera-labs-from-the-tray-to-the-rack) _2026-08-04 · Vikram Sekar · Vik's Newsletter_ PCIe Switches, AWS Trainium, NVLink Fusion, and the UALink Future ## [The Trigger for Phase Two of the Optical Trade Was Geopolitics, Not Technology](https://damnang2.substack.com/p/the-trigger-for-phase-two-of-the) _2026-08-04 · Damnang · Damnang’s Substack_ Why $AAOI, $COHR, $LITE, $MRVL, and Other Optical Stocks Surged ## [The Power Delivery Bottleneck in AI Data Centers: Where and How to Invest](https://damnang2.substack.com/p/the-power-delivery-bottleneck-in) _2026-08-04 · Damnang · Damnang’s Substack_ MPWR, VICOR, MURATA, and SAMSUNG ELECTRO-MECHANICS ## [\[Market Memo\] A tale of two heroes.](https://irrationalanalysis.substack.com/p/market-memo-a-tale-of-two-heroes) _2026-08-01 · Irrational Analysis · Irrational Analysis_ Be aware of the situation. ## [The AI Trade Burned Down: Let Round 2 Begin](https://www.viksnewsletter.com/p/the-ai-trade-burned-down) _2026-07-31 · Vikram Sekar · Vik's Newsletter_ With more sanity this time... ## [Unlimited Mobile Internet, One V-SIM (Sponsored)](https://crawlproof.com/a/8Kc2v00KiYID) _2026-07-31 · **Sponsored**_ Automatically switches across T-Mobile, AT&T and Verizon; no throttling, no contract. ## [Preview of a new war between Apple and Qualcomm](https://irrationalanalysis.substack.com/p/preview-of-a-new-war-between-apple) _2026-07-30 · Irrational Analysis · Irrational Analysis_ A very interesting earnings call. ## [What Would Stop This Selloff?](https://damnang2.substack.com/p/what-would-stop-this-selloff) _2026-07-29 · Damnang · Damnang’s Substack_ The real meaning of the SK hynix print ## [HBM is the Ugly Baby: What Now?](https://www.viksnewsletter.com/p/hbm-is-the-ugly-baby-what-now) _2026-07-27 · Vikram Sekar · Vik's Newsletter_ Innovations in memory architecture will save the day. ## [After CXMT’s Listing, Do the Memory Three Have Further to Fall?](https://damnang2.substack.com/p/after-cxmts-listing-do-the-memory) _2026-07-27 · Damnang · Damnang’s Substack_ In mid-July 2026, when CXMT confirmed its listing date, Micron fell 8% and lost its one trillion dollar market capitalization, and Samsung Electronics and SK hynix sold off alongside it. ## [Stranded Indium-Phosphide](https://irrationalanalysis.substack.com/p/stranded-indium-phosphide) _2026-07-25 · Irrational Analysis · Irrational Analysis_ Degenerate stupid idea. ## [Episode 272 - AI Can Build the Solution... You Still Have to Design the Problem](https://oneknightinproduct.substack.com/p/episode-272-ai-can-build-the-solution) _2026-07-25 · Jason Knight · One Knight in Product newsletter_ An interview with Pavel Samsonov, Principal Experience Designer & Author of Product Picnic ## [I Met with Semiconductor Experts in Korea](https://damnang2.substack.com/p/i-met-with-semiconductor-experts) _2026-07-25 · Damnang · Damnang’s Substack_ As I mentioned earlier, I am currently in Korea for vacation. ## [Lasers for CPO/NPO: Part 2 – Lumentum’s Technology and Moat](https://www.viksnewsletter.com/p/lasers-for-cponpo-part-2-lumentums-tech-and-moat) _2026-07-22 · Vikram Sekar · Vik's Newsletter_ How JDSU/Lumentum engineered their UHP laser, where the competition stands, and how its all about "is it good enough?" ## [The Open-Source AI Era: Will Hyperscalers Keep Buying Chips?](https://damnang2.substack.com/p/the-open-source-ai-era-will-hyperscalers) _2026-07-19 · Damnang · Damnang’s Substack_ Compute and memory demand, worked out on the income statement ## [Practical Semiconductor Optical Amplifiers (SOA)](https://irrationalanalysis.substack.com/p/practical-semiconductor-optical-amplifiers) _2026-07-19 · Irrational Analysis · Irrational Analysis_ Interesting niche. ## [Collect Open Source Legends (Sponsored)](https://crawlproof.com/a/WEXtgt3ELwxU) _2026-07-19 · **Sponsored**_ Open-licensed art, limited foil trading packs, and optional on-chain mints. ## [Lasers for CPO/NPO: Part 1 – The InP DFB Laser](https://www.viksnewsletter.com/p/lasers-for-cponpo-part-1-the-inp) _2026-07-15 · Vikram Sekar · Vik's Newsletter_ How an InP DFB laser works, and the four physical walls that make high power hard. ## [Kyber Midplane Design, Making NVL72x2 Work, and All Roads Lead to CPO](https://www.viksnewsletter.com/p/kyber-midplane-design-making-nvl72x2) _2026-07-07 · Vikram Sekar · Vik's Newsletter_ An engineering-first read of the supposed Kyber delay, why NVL72x2 was the "odd" duck nobody wanted, how to actually deploy it, and why CPO is the ultimate answer for large world sizes. ## [Episode 271 - Where Does Product Go Wrong in PE-Backed Firms?](https://oneknightinproduct.substack.com/p/episode-271-where-does-product-go) _2026-07-02 · Jason Knight · One Knight in Product newsletter_ An interview with Be Kaler Pilgrim, Founder @ Smithfield Search ## [Qualcomm's High Bandwidth Compute and the Packaging Problem It Moved](https://www.viksnewsletter.com/p/qualcomms-high-bandwidth-compute) _2026-07-01 · Vikram Sekar · Vik's Newsletter_ HBC stacking DRAM on the compute die increases memory bandwidth and skips CoWoS. The packaging problem does not go away, it shifts to 3D. ## [Episode 270 - Strong Product Leadership in the Age of AI](https://oneknightinproduct.substack.com/p/episode-270-strong-product-leadership) _2026-05-19 · Jason Knight · One Knight in Product newsletter_ An interview with Petra Wille, Product Leadership Coach & Author “Strong Product People“ and “Strong Product Communities“ ## [Episode 269 - Obviously Awesome 2.0 : What's New With Product Positioning?](https://oneknightinproduct.substack.com/p/episode-269-obviously-awesome-20) _2026-04-18 · Jason Knight · One Knight in Product newsletter_ An interview with April Dunford, author of “Obviously Awesome“ and “Sales Pitch“. ## [Episode 268 - The State of B2B Product Management](https://oneknightinproduct.substack.com/p/episode-268-the-state-of-b2b-product) _2026-04-02 · Jason Knight · One Knight in Product newsletter_ Janna Bastow interviews me and Saeed Khan about our recent research report that gives an unvarnished view of what's going on in B2B product organisations. ## [Episode 267 - CPO Stories: Nick Kenn - Winmau](https://oneknightinproduct.substack.com/p/episode-267-cpo-stories-nick-kenn) _2026-03-27 · Jason Knight · One Knight in Product newsletter_ An interview with Nick Kenn, interim Chief Product Officer at Winmau, the world's leading darts brand. ## [Episode 266 - Vibe Coding: The New Product Team Superpower?](https://oneknightinproduct.substack.com/p/episode-266-vibe-coding-the-new-product) _2026-03-05 · Jason Knight · One Knight in Product newsletter_ An interview with Dan Olsen, Product Management Trainer and Author "The Lean Product Playbook" ## [Episode 265 - Let's Get Real About Synthetic Users](https://oneknightinproduct.substack.com/p/episode-265-lets-get-real-about-synthetic) _2026-02-21 · Jason Knight · One Knight in Product newsletter_ An interview with Hugo Alves, Co-founder @ Synthetic Users ## [Happy 2026 from One Knight in Product!](https://oneknightinproduct.substack.com/p/happy-2026-from-one-knight-in-product) _2026-01-05 · Jason Knight · One Knight in Product newsletter_ 2025 is behind us, and now we have to work out how to survive 2026