Rumor
NVIDIA rumored to introduce Co-Packaged Optics (CPO) with VR300, two years ahead of schedule
Monday, December 8, 2025 at 02:33 PM
Analyst Jeff Pu claims that NVIDIA plans to implement Co-Packaged Optics (CPO) in its VR300 product, accelerating the technology's introduction by two years.
Context
Analyst Jeff Pu recently speculated that NVIDIA may integrate Co-Packaged Optics (CPO) into its VR300 series, potentially two years ahead of schedule. This rumor suggests a significant acceleration in NVIDIA's optical integration strategy, which could have substantial implications for the semiconductor and AI supply chain.
NVIDIA has already announced CPO solutions for its scale-out switches, with InfiniBand CPO expected in 2H25 and Ethernet CPO in 2H26. The adoption of CPO is touted for its efficiency gains, including a claimed 70% power reduction, decreasing consumption from 30W for a pluggable transceiver to just 9W per 1.6T CPO port. Furthermore, CPO switches are reported to offer a 10x improvement in AI cluster resiliency and up to 5x better GPU utilization efficiency.
An earlier CPO integration into the VR300 series, which is part of NVIDIA's system roadmap for 2026-2027, would not only enhance power efficiency and performance for future AI clusters but also significantly impact demand for optical components and related suppliers.
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