Mizuho Research sees no delays in CPO or 800V DC, raises optical engine projections due to
Mizuho Research sees no delays in CPO or 800V DC, raises optical engine projections due to NVDA demand, expects InP DFB lasers to lead (noting SIVE), and views selloff as unwarranted.
“Mizuho Research: No delays on CPO or 800v dc. Revised up optical engine projections from $NVDA demand ramp. - Next phase in CPO for long term, believes InP DFB lasers remains the focus (hello $SIVE). VSCEL and microLED remain "unproven" in short distance in rack + chip to chip for 1.6T+ - HVDC deployment on track, 800VDC incremental volume 2027, with higher penetration in 2028. What a stupid CPO related selloff recently.”Original post：X / @aleabitoreddit ↗