---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000792728.md"
description: "Morgan Stanley on CPO:What are the Transmission Approaches As Industry Eventually Hits "Copper Wall"?"Co-packaged optics (CPO) is emerging as a critical architectural shift for AI datacenter networking, driven by the rising power, bandwidth, and density constraints of traditional pluggable optical modules""Reduced interconnect power is the most tangible near-term benefit, with CPO potentially lowering optical interconnect power consumption by roughly 50-80%""Key participants include Broadcom and NVIDIA in switch platforms, Lightmatter, Ayar Labs, Marvell/Celestial AI, and POET in optical engines and photonics, TSMC, GlobalFoundries, and Tower in silicon photonics foundry capacity, and Lumentum, Coherent, and Sivers in laser supply.""
datetime: "2026-07-13T15:55:58.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000792728.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000792728.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000792728.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# Morgan Stanley on CPO:What are the Transmission Ap…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**