J.P. Morgan expects more tech companies to announce co-packaged optics (CPO) plans following Nvidia's (NASDAQ:NVDA) reveal at GTC 2025. The bank is watching for new developments at the upcoming Optical Fiber Communications Conference, set to run from March 30 to April 3 in San Francisco.
At GTC, Nvidia introduced a silicon photonics-based switch using CPO to support faster, short-range data links in AI data centers. CEO Jensen Huang said the company had developed the world's first 1.6 terabit per second CPO, using a micro ring resonator modulator and advanced TSMC (TSM) chip technology.
J.P. Morgan analysts, led by Samik Chatterjee, noted in a client briefing that companies like Broadcom (NASDAQ:AVGO), Marvell (NASDAQ:MRVL), and potentially Cisco (NASDAQ:CSCO) may follow Nvidia's lead with similar announcements or product demos at OFC.
Suppliers involved in Nvidia's optical efforts include Lumentum (NASDAQ:LITE), Coherent (NYSE:COHR), Corning (NYSE:GLW), and Fabrinet (NYSE:FN), which provide key components for its photonics infrastructure.
Investors are focused on timelines for broader CPO adoption among major silicon vendors.
This article first appeared on GuruFocus.免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。