Interview: Nvidia exec on progress of CPO production and pluggable optics

Nvidia's CPO production marks a fundamental shift in AI data center architecture, where computing units evolve from individual servers to entire data center-scale modules. This technological leap will drive rapid advancement in upstream sectors such as optical modules, silicon photonics, and interconnect materials, particularly benefiting U.S. and Taiwan, China-based optical component manufacturers. From a compliance standpoint, the widespread adoption of CPO may trigger global supply chain realignment amid ongoing U.S.-China tech decoupling, forcing companies to reassess foreign supplier dependencies. Competitors like AMD, Intel, or Huawei's HiSilicon may accelerate in-house optical interconnect development to counter Nvidia's dominance. Over the next 12-24 months, CPO is expected to become the de facto standard for AI networking, propelling the entire optical communication market into a phase of rapid expansion, signaling an exponential surge in data center bandwidth demand.