NVIDIA’s GTC 2025 here in San Jose has showcased significant product innovation and a clear roadmap from Blackwell to Rubin, highlighting a yearly cadence of new product announcements. Not to be missed were Quantum (InfiniBand) and Spectrum (Ethernet) CPO announcements. For networking, GTC 2025 focused on scaleout CPO with InfiniBand shipments expected in 2025 and Ethernet shipments in 2026.
Nvidia highlighted the significant power and cost savings in moving from traditional optical transceiver modules to CPO designs. Customers will likely be excited to get these products into production in order to get those savings and get real-world production data.
A theme in the keynote and sessions was to copper where you can, so we expect to see a continued mix of copper and fiber in both scaleout and for scaleup networks to stay copper for a more extended period, which we see as well in our market data.
Also, in the Photonics announcements, there is the move towards 200G SERDES. While we are just starting the 100G SERDES ramp, the next generation is right behind and will help drive the increase in bandwidth necessary as we move the hundreds of gigabits to terabits of bandwidth per server.Nvidia highlighted the significant power and cost savings in moving from traditional optical transceiver modules to CPO designs. Customers will likely be excited to get these products into production in order to get those savings and get real-world production data.
A theme in the keynote and sessions was to copper where you can, so we expect to see a continued mix of copper and fiber in both scaleout and for scaleup networks to stay copper for a more extended period, which we see as well in our market data.
Also, in the Photonics announcements, there is the move towards 200G SERDES. While we are just starting the 100G SERDES ramp, the next generation is right behind and will help drive the increase in bandwidth necessary as we move the hundreds of gigabits to terabits of bandwidth per server.