---
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.

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