---
title: "CPO Optical Interconnect Market Projected to Surge by 2026"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/287212395.md"
description: "The AI computing power bottleneck is shifting towards optical interconnects, with the Co-Packaged Optics (CPO) market expected to experience significant growth by 2026. According to PANews, the market size is projected to increase from $160 million to $91 billion. NVIDIA has made a $4 billion investment, and silicon photonics foundry leader Tower Semiconductor (TSEM) has secured its production capacity until 2028, indicating the start of a supercycle in optical interconnects."
datetime: "2026-05-21T11:33:53.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287212395.md)
  - [en](https://longbridge.com/en/news/287212395.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287212395.md)
---

# CPO Optical Interconnect Market Projected to Surge by 2026

The AI computing power bottleneck is shifting towards optical interconnects, with the Co-Packaged Optics (CPO) market expected to experience significant growth by 2026. According to PANews, the market size is projected to increase from $160 million to $91 billion. NVIDIA has made a $4 billion investment, and silicon photonics foundry leader Tower Semiconductor (TSEM) has secured its production capacity until 2028, indicating the start of a supercycle in optical interconnects.

### Related Stocks

- [TSEM.US](https://longbridge.com/en/quote/TSEM.US.md)
- [SMH.US](https://longbridge.com/en/quote/SMH.US.md)
- [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md)
- [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md)
- [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md)
- [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md)
- [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md)
- [XSD.US](https://longbridge.com/en/quote/XSD.US.md)
- [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md)
- [PSI.US](https://longbridge.com/en/quote/PSI.US.md)
- [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

## Related News & Research

- [Here's why Astera Labs' stock just staged a big gain](https://longbridge.com/en/news/286969770.md)
- [Missed Nvidia? Why Tech Analyst Beth Kindig Calls Bloom Energy Tech's 'Biggest Outperformer' After 217% Rally In 2026](https://longbridge.com/en/news/286756465.md)
- [Tower signs customer contracts for $1.3bn silicon photonics revenue for 2027](https://longbridge.com/en/news/286379624.md)
- [Who Knew Glass Was So Important to AI? Corning's (GLW) Q1 Report Made It Clear](https://longbridge.com/en/news/286857040.md)
- [Nvidia Discloses Stakes in AI Stocks CoreWeave (CRWV) and Coherent (COHR)](https://longbridge.com/en/news/286630278.md)