Equity research
2026.08.02 17:06

Nvidia's announcement of co-packaged optics entering mass production provides a boost to optical communications.

"Gilad Shainer, Senior Vice President of NVIDIA, announced that Co-Package Optics (CPO) has entered mass production."

"According to foreign media reports, Gilad Shainer announced at a recent technology forum that CPO has begun mass production. Switches developed by Nvidia in collaboration with its supply chain have been delivered to close customers and are also being deployed at Nvidia's own facilities. It is expected that a large number of switches with CPO technology will be introduced into AI factories around the world this year."

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