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The Co-Packaged Optics (CPO) Revolution: Capitalizing on the Paradigm Shift in AI Data Center Connectivity

What happened

The article discusses the projected growth of the Co-Packaged Optics (CPO) market, citing a 142% CAGR from 2026 to 2030, driven by AI data center scaling and the limitations of copper interconnects. It mentions NVIDIA and Broadcom have begun deploying CPO in switch products. This is a long-term technology trend analysis with no immediate, specific trading data on price, supply, or production.

Impact and signal

Low impactImpact score: 12/100

Affected components and suppliers

CPOOptical Interconnect
technology-trendai-infrastructure

Source and time

Source: DigiTimes Asia · 4/27/2026 · View original source

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