NVIDIA Executive Dismisses "Optical Module Bearish Report": CPO to Proceed as Planned, Significant Scale-Up Expected in the Second Half

BlockBeats News, June 10th, Nvidia's Network Senior Vice President Gilad Shainer recently stated in an interview with tech journalist Tae Kim in Taipei, "CPO is the most exciting technology in the networking field. We are ready to start shipping. We have a partner, Lambda, who has just announced in a blog post that they have obtained the CPO switch. We will ramp up CPO production in the second half of this year (H2 2026), and you will see more and more CPO. We are starting from scale-out and have already mentioned it in the Feynman generation, and now Vera Rubin is also doing it, next up is Feynman."