According to ME News, on August 3 (UTC+8), Gilad Shainer, Senior Vice President at NVIDIA, announced at a recent technology forum that CPO has entered mass production. Switches developed by NVIDIA in collaboration with its supply chain have begun delivery to closely partnered customers and are being deployed internally. Starting this year, switches equipped with CPO technology are expected to be widely adopted in AI factories worldwide. Shainer noted that the largest opportunity in the future optical communications market lies in scale-up, which requires bandwidth performance more than ten times greater than scale-out. Previously leading R&D at Mellanox, Shainer now heads NVIDIA’s AI platform networking division following the acquisition and has collaborated with TSMC to develop the COUPE silicon photonics packaging platform. This announcement helps alleviate market concerns regarding upgrades in optical communication standards and boosts the operational outlook for related manufacturers. It is reported that NVIDIA has already implemented CPO on Spectrum-X, aiming to align with the upcoming large-scale deployment of the Vera Rubin AI platform, which offers at least three times the computational performance of the GB300. Trendforce estimates that the CPO/NPO market size will exceed $39 billion by 2030, with significant acceleration in growth expected between 2028 and 2029 as scale-up drives adoption of optical interconnects. Meanwhile, according to BIT (bit.com) market data, as of press time, CPO-related stocks rose slightly in pre-market trading: AAOI up 2.63%, LITE up 1.92%, and MRVL up 2.4%. (Source: BlockBeats)
NVIDIA Announces Mass Production of CPO; Related Stocks See Pre-Market Gains
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Summary
NVIDIA announced the mass production of co-packaged optics (CPO) at a recent forum, with key clients already receiving the product. The technology is set to support the Vera Rubin AI platform, expected to outperform the GB300 by at least three times. CPO-related stocks rose in pre-market trading, including AAOI up 2.63%, LITE up 1.92%, and MRVL up 2.4%. Trendforce forecasts the CPO/NPO market to reach $39 billion by 2030. Altcoins to watch may experience movement if the support level holds amid broader tech optimism.
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