TrendForce reports NVIDIA has started shipping its new Spectrum‑X co‑packaged
optics (CPO) switches to select partners while Broadcom’s 51.2T Bailly CPO
switches continue to ship in small volumes, signaling a move toward volume
production for CPO. Availability and yields of optical engines, silicon
photonics chips and advanced packaging capacity will be the main constraints on
the pace of CPO switch production ramps.