**[Serenity: OpenAI Network Optimization Will Not Weaken Optical Module Demand, AI Computing Power Expansion Will Continue to Drive Optical Communication Growth]** BlockBeats News, July 11, Serenity published an article stating that regarding recent discussions about OpenAI's MRC network architecture optimization and Amazon's (AMZN) RNG architecture potentially leading to a decline in optical module demand, it believes that even if the number of optical modules required per XPU decreases, the rapid expansion of AI computing power will continue to drive overall demand for optical communication to grow. Serenity pointed out that with the significant increase in XPU deployment, the overall demand for optical modules is expected to remain on an upward trajectory. Regarding CPO (Co-Packaged Optics) laser solutions, it believes that VCSEL is more suitable as a transitional technology for the NPO (Near-Packaged Optics) and short-distance interconnect stages. In the long term, ultra-high-power continuous wave (UHP CW) lasers will be a better solution for CPO, a viewpoint that aligns with Broadcom's previously stated position. [Original Link]