Companies exposed to CPO
The AI stocks the model maps to CPO — part of the infrastructure layer, ranked by how strongly each name is exposed.
6 companies · ranked by exposure
Putting the optical parts right next to the switch chip to save power.
Full explainer: what CPO is & who makes it →It is the leading path to break the optics power wall at scale. When CPO tightens, the companies below are the ones in its path — which is why the model tracks their exposure to it.
Frequently asked
What are the top CPO stocks?
By modeled exposure to CPO: POET Technologies Inc., Broadcom, Ayar Labs, Celestica Inc., GlobalFoundries, Suzhou TFC Optical Communication. The full ranked list of 6 names is below.
Which companies make CPO?
The names the model tags as producers or suppliers of CPO: POET Technologies Inc., Ayar Labs, Celestica Inc., GlobalFoundries, Suzhou TFC Optical Communication.
What is CPO?
Putting the optical parts right next to the switch chip to save power.
What happens if CPO runs short?
Reliability or serviceability problems stall CPO adoption, keeping power high.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.