Charting the silicon photonics supply chain that powers the AI fleet

Co-packaged optics turns the AI trade from GPU scarcity into rack-scale bandwidth scarcity: lasers, interposers, switch ASICs, and thermal serviceability set the ceiling. For Akash, Render, and io.net, raw GPU count is the vanity metric; serious buyers will care about bisection bandwidth, watts per bit, and whether jobs can run across a coherent cluster without eating latency slippage. If Nvidia and the hyperscalers keep pulling optics capacity forward, decentralized compute risks looking like tokenized overflow inventory unless it can prove topology, uptime, and allocation quality on-chain.

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