[NVIDIA Announces Mass Production of Co-Packaged Optics (CPO), Related Concept Stocks May See Rebound] BlockBeats News, August 3 — NVIDIA Senior Vice President Gilad Shainer announced at a recent technology forum that CPO has entered the mass production phase. Switches co-developed by NVIDIA and its supply chain partners have begun delivery to close collaboration customers and are being deployed internally. Starting this year, switches equipped with CPO technology are expected to be widely adopted in global AI factories. Shainer pointed out that the greatest business opportunity in the future optical communication market lies in vertical scaling (Scale-up), which will require bandwidth efficiency more than ten times that of horizontal scaling (Scale-out). Previously, Shainer was responsible for R&D at Mellanox, and after the company was acquired by NVIDIA, he led the AI platform network transmission department and co-developed the COUPE silicon photonics packaging platform with TSMC. This announcement helps dispel market concerns about upgrades to optical communication standards and boosts the operational outlook for related manufacturers. It is reported that NVIDIA has already introduced CPO in Spectrum-X, aiming to support the soon-to-be widely deployed Vera Rubin AI platform (with computational speed at least three times faster than GB300). Trendforce estimates that the CPO/NPO market size will exceed $39 billion by 2030, with growth momentum significantly accelerating between 2028 and 2029 as optical interconnects are introduced for Scale-up. Additionally, according to BIT (bit.com) market data, as of press time, CPO concept stocks saw slight pre-market gains, with AAOI up 2.63%, LITE up 1.92%, and MRVL up 2.4%.