Nvidia's silicon photonics switch adoption by Meta and Oracle signals a new era for optical communications

Nvidia announced its first silicon photonics network switch using Co-Packaged Optics (CPO) technology, Spectrum-X, will be adopted by Meta and Oracle. This move addresses data transmission bottlenecks in AI servers by integrating optical components with switch chips, boosting efficiency and reducing power consumption. It signals Nvidia's expansion into the optical communication sector. Taiwanese optical communication stocks, including Boray, Lighten, and Lumentum, surged following the announcement, highlighting the potential impact on the supply chain.