NVIDIA announces mass production of co-packaged optics

On August 3, according to market news, Gilad Shainer, senior vice president of NVIDIA, announced that co-packaged optics (CPO) will enter mass production. At the same time, he named that the biggest business opportunity in the future optical communications market is Scale-up, and the required bandwidth efficiency will be ten times that of Scale-out, injecting a boost in the arm into the optical communications market. GiladShainer announced at a recent technical forum event that CPO has begun mass production. Switches developed by Nvidia in cooperation with the supply chain are delivered to customers who work closely together, and are also deployed in Nvidia's own home. It is expected to start seeing a large number of switches with CPO technology this year. Introduced in AI factories around the world. GiladShainer pointed out that NVIDIA will build relevant supply chains in advance before mass production of any technology, investing in related ecosystems such as optical engines (OE), packaging, optical fiber arrays, and customized laser light sources. NVIDIA is also quite happy to see industrial technology standardization, so it will also jointly participate in the formulation of relevant regulations in the future. He expects that in the future, the optical communications market will grow significantly due to Scale-up, as the required bandwidth performance will be more than ten times that of Scale-out.