--- title: "Citi Computex Observations: CPO Technology Reaches a Turning Point, Focus Shifts to Rack-Level Deployment" type: "News" locale: "en" url: "https://longbridge.com/en/news/289080581.md" description: "At the 2026 Computex exhibition, Co-Packaged Optics (CPO) technology is moving from proof-of-concept to mass production deployment. Companies such as NVIDIA, Wiwynn, and Ayar Labs showcased rack-level CPO solutions and optical I/O integration applications. Citi pointed out that the industry focus has shifted to ecosystem scaling, with the goal of achieving mass production for hyperscale AI factories between 2028 and 2030" datetime: "2026-06-08T16:05:00.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/289080581.md) - [en](https://longbridge.com/en/news/289080581.md) - [zh-HK](https://longbridge.com/zh-HK/news/289080581.md) --- # Citi Computex Observations: CPO Technology Reaches a Turning Point, Focus Shifts to Rack-Level Deployment Co-Packaged Optics (CPO) technology is transitioning from proof-of-concept to hyperscale mass production deployment. According to a Citi report, the **2026 COMPUTEX exhibition marks a key turning point in CPO development—the industry discussion has shifted from individual optical components to complete rack-level deployment solutions, with debates over technical feasibility largely concluded**, and ecosystem scaling has become the core issue for the next stage. At the exhibition, NVIDIA showcased a Spectrum-6 SPX scale-out CPO rack solution based on Hon Hai/Foxconn. Taiwanese company Wiwynn and US startup Ayar Labs jointly demonstrated the integrated application of optical I/O in real-world AI infrastructure, while Marvell positioned itself as the network backbone for future optical clusters. Citi noted that the current challenge for the industry is no longer proving the feasibility of the technology itself, but rather how to advance the ecosystem from prototype deployment to the mass production stage for hyperscale AI factories between 2028 and 2030. For investors, this judgment implies that the strategic value of CPO-related supply chain targets is accelerating realization. ## Design Service Providers Enter the Fray, Accelerating CPO Ecosystem Integration Wiwynn showcased its CPO collaboration results with Ayar Labs and GUC (Global Unichip Corp.) at the exhibition. Ayar Labs' optical engines and external laser architecture aim to address the pain points of high-power electrical SerDes links. The demonstration covered liquid-cooled external laser source modules and high-density fiber optic cabling solutions, directly responding to the reliability and thermal challenges that have long hindered CPO adoption. Meanwhile, MediaTek is deepening its partnership with Ayar Labs. MediaTek provides expertise in advanced I/O, chiplet integration, and ASIC design, while Ayar Labs contributes optical engine technology. **MediaTek plans to launch CPO solutions with partners within the next two to three years.** Citi believes that **the participation of design service company GUC and MediaTek signifies that the CPO ecosystem is extending from specialized optical vendors to the broader semiconductor design field, helping to accelerate technology standardization and mass production processes.** ## NVIDIA Kyber Architecture Unveiled: GPU Interconnect Scale Doubles, Strategic Value of System Components Surges NVIDIA officially unveiled its next-generation rack-level computing architecture, Kyber, at the exhibition. Based on the "blade + midplane" AI factory design concept, **the core objective is to expand the NVLink interconnect scale to 144 GPUs, doubling the capacity of existing solutions.** Kyber adopts a vertical computing blade design, with each chassis accommodating up to 18 computing blades. NVLink switch blades connect directly to computing blades via a cable-free midplane, making the midplane the central hub for high-speed signal transmission, power distribution, and system maintainability. In terms of bandwidth, the Kyber system based on Rubin Ultra increases scale-out bandwidth to 14.4 Tbps per logical GPU, requiring 72 NVLink switch chips to achieve full interconnection of 144 GPUs. Citi pointed out that the key investment value of the Kyber architecture lies in the fact that the strategic status of networks, midplane PCBs, connectors, power management, and cooling systems has risen to a level equal in importance to GPUs. **This marks a shift in the value focus of AI infrastructure from single compute chips to system-level components, potentially opening new growth spaces for related supply chain manufacturers.** ### Related Stocks - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [NYYY.US](https://longbridge.com/en/quote/NYYY.US.md) - [NVDW.US](https://longbridge.com/en/quote/NVDW.US.md) - [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md) - [PSI.US](https://longbridge.com/en/quote/PSI.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md) - [NVDB.US](https://longbridge.com/en/quote/NVDB.US.md) - [NVDO.US](https://longbridge.com/en/quote/NVDO.US.md) - [NVDG.US](https://longbridge.com/en/quote/NVDG.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [NVYY.US](https://longbridge.com/en/quote/NVYY.US.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) - [NVDS.US](https://longbridge.com/en/quote/NVDS.US.md) - [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [NVD.US](https://longbridge.com/en/quote/NVD.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [C.US](https://longbridge.com/en/quote/C.US.md) - [601138.CN](https://longbridge.com/en/quote/601138.CN.md) - [MRVL.US](https://longbridge.com/en/quote/MRVL.US.md) - [C-R.US](https://longbridge.com/en/quote/C-R.US.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) ## Related News & Research - [Here's why the VanEck Semiconductor ETF soared in May and is a great way to play AI spending](https://longbridge.com/en/news/288596388.md) - [ANALYSIS-Nvidia's AI PC push banks on unproven demand beyond niche users](https://longbridge.com/en/news/289042406.md) - [The SOXX ETF Recently Hit 10,000, but There's a Semiconductor Split Lurking Under the Hood](https://longbridge.com/en/news/288597703.md) - [Why did Micron stock bounce back today?](https://longbridge.com/en/news/289078520.md) - [Nvidia Is the 'King of Diversity,' Says 5-Star Bank of America Analyst amid Unprecedented Chip Squeeze](https://longbridge.com/en/news/289053221.md)