Nvidia's Spectrum-X CPO Switches Enter Mass Production

Product / Tech Impact 4
โดย GuruFocus·US·Read original
Summary · why it matters

Nvidia has moved its Spectrum-X co-packaged optics switches into mass production, with GF Securities projecting shipments to surge from 15,000 units in 2026 to 100,000 in 2027. The ramp is part of Nvidia's push to capture more AI-system spending beyond GPUs, as networking becomes a critical bottleneck in large AI clusters. TSMC has substantially expanded its CPO testing and inspection capacity, notably adding Insertion 2/3 capacity, according to GF Securities analyst Alicia Xia. Nvidia's NVL576-based scale-up systems using CPO or near-packaged optics are expected to begin adoption in the second half of 2027. Amazon's Trainium 4 is also expected to adopt near-packaged optics and Nvidia's NVLink Fusion, potentially extending Nvidia's technology into custom AI infrastructure, benefiting suppliers including Lumentum, Coherent, Semtech, Marvell, and Tower Semiconductor.

Impact on stocks 9

Artificial Intelligence▲ · 5 stocks
NVIDIA Corporation
NVDA
▲ PositiveDemandrelevance

Nvidia's Spectrum-X CPO switches enter mass production, with shipments projected to surge, expanding its AI networking business.

Marvell Technology Group Ltd
MRVL
▲ PositiveDemandrelevance

Nvidia's Spectrum-X CPO switches and NVLink Fusion adoption in Amazon's Trainium 4 are expected to benefit Marvell as a supplier.

Coherent Inc
COHR
▲ PositiveDemandrelevance

Coherent is listed as a supplier benefiting from Nvidia's CPO and near-packaged optics adoption in AI systems.

Lumentum Holdings Inc
LITE
▲ PositiveDemandrelevance

Lumentum is listed as a supplier benefiting from Nvidia's CPO and near-packaged optics adoption in AI systems.

Amazon.com Inc
AMZN
▲ PositiveDemandrelevance

Amazon's Trainium 4 is expected to adopt near-packaged optics and Nvidia's NVLink Fusion, potentially extending Nvidia's technology into custom AI infrastructure.

Semiconductors▲ · 2 stocks
Semtech Corporation
SMTC
▲ PositiveDemandrelevance

Nvidia's CPO switch ramp and Amazon's Trainium 4 adoption of near-packaged optics are expected to benefit Semtech as a supplier.

Information Technology▲ · 1 stocks
Others▲ · 1 stocks

Theme Impact 6

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