Co-Packaged Optics Market Report 2026-2036: NVIDIA vs. Broadcom Ecosystem Strategies, CPO Platforms, and Foundry Roadmaps

Co-Packaged Optics Market Report 2026-2036: NVIDIA vs. Broadcom Ecosystem Strategies, CPO Platforms, and Foundry Roadmaps

By Research and Markets
Publication Date: 2026-01-12 09:02:00

Company Logo

The global Co-Packaged Optics (CPO) market is set for transformative growth, driven by the burgeoning demands of AI, large language models, and generative AI. CPO technology addresses key issues such as bandwidth, power consumption, and latency inefficiencies existing in traditional pluggable modules. By integrating optical transceivers with switch ASICs, CPO significantly reduces power consumption from 15 to 5 picojoules per bit, with ambitions to go below 1. Market segmentation into scale-out and scale-up networks sees immediate focus on AI training clusters, with leaders like NVIDIA and Broadcom at the forefront. The competitive landscape is dynamic, featuring established players like Marvell alongside innovators such as Ayar Labs. Demand is fueled by tech giants like AWS and Google, eyeing CPO solutions for their infrastructure needs.

Prediction Market powered by

Dublin, Jan. 12, 2026 (GLOBE NEWSWIRE) — The “The Global Co-Packaged Optics…