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.
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