[Tech Note] Why does AI still have to wait with tens of thousands of GPUs? How silicon photonics and CPO are building the ‘highways of light’

What happened

A tech note published on October 29, 2026 explaining why AI still has to wait with tens of thousands of GPUs, and how silicon photonics and CPO (co-packaged optics) are building the 'highways of light'. The article explains that LPO retains the pluggable optical module architecture while eliminating the DSP inside the module, whereas NPO places optical engines close to the switch chip but outside its package. Tags include data centers and HBM; no price movement, capacity change, policy or company event is reported.

Impact and signal

Affected components and suppliers

Source and time

Source: SK Hynix Newsroom · 10/28/2026 · View original source