NVIDIA (NVDA US) 2025 GTC Preview -- An Update on its Latest CPO Switch and NVL288 Design

It’s time for the highly-anticipated NVIDIA GTC conference again. Many readers have expected that the 2025 GTC will introduce the GB300 product, but in addition to that, NVIDIA will also unveil two other major products: its CPO switches and the NVL288 rack.

I explained the basic information about NVIDIA’s CPO switch (Co-Packaged Optics (CPO) – The Next Big Thing for Nvidia (NVDA US)?) and the NVL288 rack (NVIDIA (NVDA US) GB300, Vera Rubin & Beyond – An Update on Future PCB/CCL and Power Design Change) in my previous articles. Today’s article serves as a follow-up, primarily updating technical details, suppliers information, and associated content value estimates for these products.