Why NPO Beats CPO for AI Data Center Scale‑up: Alibaba Cloud’s Dual‑Network Blueprint
Alibaba Cloud argues that while CPO (Co‑Packaged Optics) looks perfect on paper, its closed ecosystem and production delays make it impractical for today’s 100k‑GPU AI clusters, and proposes an open, dual‑network architecture—HPN for scale‑out and UPN for ultra‑low‑latency scale‑up—driving a realistic near‑term roadmap for optical interconnect.
