英伟达持续发力新技术路线，推动CPO从试点走向规模化部署

Group 1 - Nvidia has agreed to invest a total of $4 billion in two companies developing optical technology for data centers, which is crucial for AI systems [1] - The investment targets the Co-Packaged Optics (CPO) technology that Nvidia is actively promoting, with plans to launch two data center switch series using CPO technology by March 2025 [1] - Major tech companies like Microsoft and Meta have announced nearly $700 billion in investments for AI data centers, significantly increasing market demand for CPO technology [1] Group 2 - The explosive growth of the AI industry has led to a trend of convergence from electrical to optical technologies, resulting in a surge in demand for photonic chips and CPO technology in the optical communication sector [1] - Global spending on AI infrastructure is expected to exceed $1 trillion by 2026, with the demand for high-density, low-power interconnects driving the transition of CPO from pilot projects to large-scale deployment [1] - The CPO market is projected to exceed $40 billion by 2030, with the technology expected to reshape the optical interconnect market over the next decade [2]