NVIDIA thông báo CPO đã bước vào sản xuất hàng loạt, các cổ phiếu liên quan đến CPO ghi nhận lợi nhuận tiền thị trường

The Huoxing Finance report states that on August 3, Gilad Shainer, Senior Vice President of 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 global AI factories. Shainer noted that the largest business opportunity in the future optical communications market lies in scale-up, whose required bandwidth efficiency will be more than ten times that of scale-out. Previously responsible for R&D at Mellanox, Shainer now leads 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 understood that NVIDIA has already implemented CPO on Spectrum-X, aiming to support the upcoming large-scale deployment of the Vera Rubin AI platform, which offers at least three times the computing performance of GB300. Trendforce estimates that the CPO/NPO market size will exceed $39 billion by 2030, with significant acceleration in growth momentum expected between 2028 and 2029 as scale-up drives adoption of optical interconnects. 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%.