Amazing stuff!
"Huawei on Thursday [9/10/2026] introduced its own standard for optical communication technology in a challenge to Nvidia and Broadcom, as the Chinese tech giant aims to have a greater say in an emerging area of chipmaking that could shape the future of artificial intelligence computing. ..."
"As NVIDIA, Broadcom and TSMC rally behind co-packaged optics (CPO),
Huawei is charting a different course with near-packaged optics (NPO). ... the Chinese tech giant unveiled its own NPO standard and debuted a 7.2Tbps solution on Thursday [9/10/2026] at the China International Optoelectronic Exposition (CIOE). ...
Huawei’s new module features 36 channels running at 200Gbps each. Notably, the combined 7.2Tbps bandwidth puts Huawei’s module at the forefront of a new wave of high-density optical interconnects for AI infrastructure, alongside Broadcom’s 6.4Tbps optical engines designed for CPO ...
Huawei expects 3.2Tbps NPO modules to enter real-world deployments this year, while the more advanced 7.2Tbps generation could see broader adoption over the next two years. ...
NPO, by contrast, serves as an intermediate step between conventional pluggable optical modules and CPO. ... Huawei’s NPO, which also brings photonics closer to electronics, integrates at the printed circuit board level rather than within the chip package. ... unlike CPO, NPO uses a pluggable architecture, allowing faulty components to be replaced individually. ..."
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