According to CoinMeta, Nvidia announced that its Spectrum-X photon platform has entered full mass production, becoming the first large-scale manufactured co-packaged optical (CPO) Ethernet switch to offer 5 times lower network power consumption and 64 times better signal integrity. The network revenue of Nvidia surged by 199%, reaching $15 billion. Companies such as CoreWeave, Lambda, and Oracle have begun adopting this new platform, further consolidating their competitive advantages. TSMC and Lumentum are responsible for the construction of CPO. The revenue of Lumentum doubled to $1 billion, with several hundred million dollars in orders already secured for 2027. The data center revenue of Nvidia reached $75.2 billion in the first fiscal quarter, a year-on-year increase of 85%.