CPO Optical Module Investment
In early March 2026, Nvidia injected $2 billion each into photonics manufacturers Lumentum and Coherent, securing future production capacity and technology rights for advanced optical components with a total investment of $4 billion. GF's SCALE solution, or Silicon photonics Co-packaged Advanced Light Engine solution, is the industry's first Optical Compute Interconnect Multi-Source Agreement (OCI MSA) capable platform, exceeding the requirements for the OCI MSA's optical interconnect specification for modern AI scale-up. , May 5, 2026 — GlobalFoundries (GF) has introduced an optical module solution for co-packaged optics (CPO). Cignal AI initiates its first quantitative CPO forecast; Over 30 million CPO ports expected to be shipped annually by 2030. Over the coming years, CPO is poised to see a dramatic uptick in demand, as data center operators push to expand the limits of AI.
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