Nvidia has started mass production of Spectrum-X CPO switches, which leads to the destruction of the traditional optical modules market. The reasons and consequences of the transition to silicon photonics are analyzed, key players (TSMC, Marvell, InnoLight) and the impact on AI infrastructure. From Jensen Huang showcasing CPO switches at GTC 2025 to a wide range of vendors demonstrating optical engines integrated inside ASIC. Its through-line is the one point most coverage skips: CPO doesn't remove optics from your network — it relocates them to the host side, which changes what you specify, qualify, and order. It's written for the engineers who make those calls. What is co-packaged optics? Co-packaged optics (CPO). SAXONBURG, PA, March 17, 2026 (GLOBE NEWSWIRE) – Coherent Corp. (NYSE: COHR), a global leader in photonics, today announced it will demonstrate multiple co-packaged optics (CPO) technologies at OFC 2026 in Los Angeles, highlighting the company's broad portfolio and vertical technology stack. CPO is a network architecture that integrates optical transceivers directly into the same physical package as a switch ASIC or compute processor. Instead of relying on electrical signaling to connect to an external pluggable transceiver, CPO brings the optical interface right to the edge of the.
