LIWEI_TW Capital(@LIWEI_TWCapital):Most foreign investors really didn’t realize this…. NVDA’s 50k-unit CPO full-optical switch order is a 50,000 Unit* 100,000 USD/per Unit=5 billion USD PO…. Yet Shunsin (https://t.co/YjBgU2NAZs), the critical Foxconn CPO packaging player, has a market cap of only

2026.05.15 03:08

Most foreign investors really didn’t realize this…. NVDA’s 50k-unit CPO full-optical switch order is a 50,000 Unit* 100,000 USD/per Unit=5 billion USD PO…. Yet Shunsin ( the critical Foxconn CPO packaging player, has a market cap of only < $2B… #foxconn#, #NVDA#

Jukan@jukan05

2026.05.12 19:56

Taiwanese media reports that Foxconn has begun early shipments of all-optical CPO switch racks to NVIDIA, with shipment forecasts revised upward from the prior 10,000+ units in 2026 to 50,000+ units across 2026–2027. According to industry sources, Hon Hai Group is producing the all-optical CPO switch racks at its Vietnam plant and has already begun early shipments to NVIDIA. Supply is reportedly extremely tight — even the units originally allocated for demo purposes have been diverted to NVIDIA, leaving "not a single rack to spare."