Nvidia Exec Bullish on CPO Rollout, Refuting 2029 Delay Rumors
firstadopter · x · 2026-08-13
SemiAnalysis previously claimed that NVIDIA's CPO (Co-Packaged Optics) mass production could be delayed beyond 2029. However, this narrative was confirmed untrue based on earnings calls from Lumentum and Coherent. An NVIDIA executive also expressed optimism about the CPO rollout, seemingly refuting the delay rumors.
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