Silicon photonics mass production + 5x energy efficiency, this wave of CPO isn't just storytelling, NVIDIA has truly done the math.

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The CPO concept opened significantly higher, and Tianfu Communication rose nearly 10%.
On June 3, the CPO concept surged sharply: Tianfu Communication rose by nearly 10% and hit a new all-time high. Its total market value exceeded 3900 billion. Shares such as Hengdongguang also moved up with it. At Computex 2026, NVIDIA’s Jensen Huang said Marvell will become the next trillion-dollar company. NVIDIA Spectrum-X Ethernet silicon photonics has entered mass production, delivering 5x higher energy efficiency than traditional transceivers, 5x better AI performance under normal operation, and 1.3x faster deployment.
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