Serenity（白毛股神）@aleabitoreddit发帖2026-06-10

英伟达网络业务高级副总裁驳斥了分析师关于CPO延迟的报告，确认2026下半年将按计划量产并交付客户，内部对CPO非常乐观。

英伟达网络业务高级副总裁驳斥了分析师关于CPO延迟的报告，确认2026下半年将按计划量产并交付客户，内部对CPO非常乐观。

“$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.”