Greater China Technology Hardware: Takeaways on Photonics from 2026 OCP Global Summit

On Day 3 of the 2026 OCP Global Summit, a full-day special focus on Photonics featured views from NVIDIA, Meta, Microsoft, Oracle, Broadcom, Celestica, Arista, Ciena, Amphenol, Lumentum and Huawei. Key findings: when asked whether they will apply CPO or NPO, almost all companies answered "Both"; AI density depends on optical connectivity; the five key metrics for new optical technology are performance, power, cost, speed to deployment, and reliability and serviceability, with Huawei believing NPO has advantages in maintainability, open decoupling, availability and industry implementation; scale-in is another new approach to enhance AI density; 83-85% of CPO failures are due to ELS and 11-17% to fiber/connector, with dust and dirt also common failure issues; on optics vs. copper, Full Optical Pod targets scale-up sizes above 576 accelerators, while optics and copper coexist between 72 and 576 accelerators. Industry View: In-Line.