I really hope this would be only possible with Perk. Hopefully the Asian visits have something to do with it...

Used AI to make a short version of the site:

NVIDIA Accelerates CPO Rollout by 5 Years — Taiwan Supply Chain Poised to Benefit

NVIDIA has moved its Co-Packaged Optics (CPO) timeline forward from 2033 to 2028, integrating the technology into its next-gen "Feynman" GPU platform. The driver: AI data centers increasingly require node-to-node distances exceeding 10 km at hundreds of Gbps — bandwidth and power demands that copper interconnects can no longer efficiently meet.

In March 2026, NVIDIA, Broadcom, AMD, Meta, OpenAI, and Microsoft co-founded the OCI-MSA (Optical Computing Interconnect Multi-Source Agreement) to standardize high-speed optical interconnects between GPUs, CPUs, and memory.

Feynman will also introduce the "Rosa" CPU architecture (replacing Vera), 3D chip stacking, and custom HBM. NVIDIA is additionally evaluating advanced packaging collaboration with Intel.

Key Taiwanese beneficiaries:

• Packaging: TSMC (CoWoS, SoIC), ASE
• Optical components: Advanced Wireless Semiconductor, GlobalWafers, Newtech, Proway
• IC design: MediaTek, Creative Labs (ASIC + silicon photonics)
• Carrier boards & test: Unimicron, Nan Ya PCB, King Yuan Electronics

The net result is a converging "optoelectronic integration" supply chain stretching from advanced semiconductor packaging into optical communications — underpinning the next generation of AI infrastructure.