NVIDIA's networking SVP refutes analyst reports of CPO delays, confirms H2 2026 mass produ
NVIDIA's networking SVP refutes analyst reports of CPO delays, confirms H2 2026 mass production and customer ramp for co-packaged optics, with strong internal enthusiasm.
“$NVDA Networking Senior Vice President refuting recent analyst reports on delays: - “ the most exciting stuff is co-packaged optics.” - There is no delay in H2 CPO product delivery schedule. - CPO switch will enter mass production and begin ramping up customer deliveries as planned in the second half of 2026 This was a media article, original interview source credit should have been credited to Tae Kim / Computex. Something fun to note too was this quote “Gilad was VERY enthusiastic about the CPO ramp from Nvidia.” Both near term and long term. Yeah… I’m extremely bullish on CPO alongside Nvidia.”Original post：X / @aleabitoreddit ↗