NVIDIA senior vice president Gilad Shainer said on August 2, 2026 that co-packaged optics (CPO) has entered mass production, with CPO-based switches already shipped to close partners and deployed inside NVIDIA itself, according to UDN Money (money.udn.com). NVIDIA expects large-scale CPO switch adoption across AI factories this year, while TrendForce projects the CPO/NPO market to exceed $39 billion by 2030, per the same report.
What did NVIDIA announce about CPO mass production?
NVIDIA (輝達) senior vice president Gilad Shainer said on August 2, 2026 that co-packaged optics (CPO) has stepped into mass production, according to UDN Money (money.udn.com). The statement marks the first time NVIDIA has publicly characterized CPO as having reached production scale rather than a development or pilot stage.
When will CPO deploy at scale, and what is the current shipment status?
According to the same UDN Money report, switches co-developed with NVIDIA's supply chain have already been shipped to closely aligned customers and are also being deployed inside NVIDIA's own infrastructure. NVIDIA said it expects to see CPO-equipped switches adopted in large volumes across AI factories worldwide starting this year (2026). Taken together, the report describes a sequence that has moved from internal and close-partner deployment toward an expected broader 2026 rollout, though UDN Money did not report specific unit or customer counts.
How is TSMC involved in NVIDIA's CPO development?
Gilad Shainer co-developed the COUPE silicon photonics packaging platform with TSMC (台積電), which UDN Money cited as the basis for his familiarity with CPO's subsequent technology roadmap. The report frames TSMC's role specifically through this joint COUPE platform rather than describing a broader manufacturing agreement.
What is NVIDIA's CPO product roadmap, and how much faster is Vera Rubin?
NVIDIA is currently introducing CPO first on its Spectrum-X networking platform, according to UDN Money, with the stated goal of aligning with the upcoming large-scale deployment of its next AI platform, Vera Rubin. NVIDIA said Vera Rubin's computing speed will be at least three times that of the current GB300 platform.
How big is the optical communications opportunity, and how fast is the market projected to grow?
Shainer identified vertical scale-up architectures — rather than horizontal scale-out — as the biggest opportunity in the optical communications market going forward, saying the bandwidth performance required for scale-up will be ten times that needed for scale-out, per UDN Money. Separately, research firm TrendForce (集邦科技) forecasts that the combined CPO/NPO market will surpass $39 billion by 2030, with UDN Money reporting that TrendForce expects growth momentum to increase sharply between 2028 and 2029 as scale-up architectures begin adopting optical interconnects.
| Metric | Figure | Source |
|---|
| Scale-up vs. scale-out bandwidth requirement | 10x | UDN Money (money.udn.com), citing NVIDIA's Gilad Shainer |
| Vera Rubin vs. GB300 compute speed | ≥3x | UDN Money, citing NVIDIA |
| CPO/NPO market size by 2030 | $39 billion+ | UDN Money, citing TrendForce |
| Market growth acceleration window | 2028–2029 | UDN Money, citing TrendForce |
| Announcement date | August 2, 2026 | UDN Money |
How did the market react to the CPO mass-production announcement?
Taiwan's optical communications stocks responded immediately: Anue (news.cnyes.com) reported that multiple optical communications stocks hit their daily limit-up after NVIDIA's announcement that CPO had entered mass production, running the headline "NVIDIA announces CPO mass production, lighting up limit-up gains across the optical communications sector."
What this means
The sequence laid out across UDN Money's reporting shows NVIDIA moving from an internal/close-partner shipment stage (E3) to a stated expectation of large-scale AI factory adoption within 2026 (E4), anchored to a roadmap that ties Spectrum-X's current CPO rollout to the Vera Rubin platform's claimed 3x-plus speed gain over GB300 (E6, E7). NVIDIA's own framing of scale-up's 10x bandwidth requirement (E2) lines up with TrendForce's separate forecast that CPO/NPO market growth will accelerate specifically in 2028–2029 as scale-up architectures adopt optical interconnects, ahead of the $39 billion 2030 market-size projection (E8) — the same UDN Money article. Notably, NVIDIA's mass-production claim (E1) is a present-tense company statement, while TrendForce's $39 billion figure is a forward-looking estimate for 2030, four years out. Taiwan's stock market did not wait for that gap to close: Anue reported optical communications stocks hitting limit-up on the day of NVIDIA's announcement itself (E9), reacting to the production claim rather than to the market-size forecast.