A Bernstein report details how the shift to Co-Packaged Optics (CPO) in AI data centers will redistribute profits from traditional optical module makers to chip designers like Nvidia and Broadcom and foundries like TSMC, despite CPO's mainstream adoption not expected until after 2028. A surge in demand for AI infrastructure is reshaping the data center connectivity market, creating a battle not just between copper and fiber optics, but for who captures the profits from the hardware that underpins artificial intelligence. A new report from Bernstein lays out a future where. With 400G modules now the baseline, 800G adoption is surging—especially across AI and hyperscaler environments—while 1. 6T modules edge closer to reality. This article unpacks the technologies powering this leap (silicon photonics, advanced modulation, and co-packaged optics), compares deployment. This comprehensive roadmap explores the technological evolution of optical modules over the next decade, examining the innovations in modulation techniques, photonic integration, packaging, and system architectures that will enable the exponential bandwidth growth required by AI and other demanding. In the era of hyperscale AI computing and always-on global connectivity, the optical transceiver module has quietly become one of the most consequential pieces of hardware in the world. Once regarded as a simple “plug,” the modern SFP (Small Form-factor Pluggable) transceiver is now the gatekeeper. To join the " Smart Car Expert Optoelectronics and Packaging CPO Industry Exchange Group", please add 18512119620 (WeChat ID: 18512119620), and specify your company, name, and position. Nvidia announced its first CPO solution, which will be deployed in its scale-out switches. CPO packages silicon. Optical Module and DCI by Application (Communication Service Provider, Internet Content and Carrier Neutral Provider, Government/Research and Education, Other), by Types (Optical Transport Network, Data Center Core Network, WAN), by North America (United States, Canada, Mexico), by South America.