On Jun 12, a SemiAnalysis report warned that CPO mass production could be pushed out to 2028-2029, triggering a broad selloff in optical communications stocks. Nvidia's networking SVP quickly pushed back, stating CPO is already shipping and the Vera Rubin platform remains on track — the sector snapped back sharply by Monday. From a steep drop to a swift rally: was this a market misjudgment of CPO's long-term thesis, or purely sentiment-driven noise?

On Jun 12, a SemiAnalysis report warned that CPO mass production could be pushed out to 2028-2029, triggering a broad selloff in optical communications stocks. Nvidia's networking SVP quickly pushed back, stating CPO is already shipping and the Vera Rubin platform remains on track — the sector snapped back sharply by Monday. From a steep drop to a swift rally: was this a market misjudgment of CPO's long-term thesis, or purely sentiment-driven noise?

Nvidia Steps In — Optical Comms Stage a Strong Comeback!

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