AI Market · Forecast desk · pending · networking
72% · pending
No vendor or hyperscaler discloses a shipping or in-service ESUN scale-up domain larger than 144 XPUs that crosses racks on co-packaged or near-packaged optics (CPO/NPO) by June 30, 2027; every multi-rack ESUN domain disclosed by then is copper, pluggable-optics, or a demo.