Foxconn Reportedly Shipped Its Early CPO Racks to NVIDIA Ahead of Schedule, but a Computex No Show Is Not Confirmed

Foxconn’s co packaged optics push appears to be moving faster than expected, with a report from United Daily News saying the company has already shipped early all optical CPO switch racks to NVIDIA ahead of schedule. The same report says Foxconn’s original 2026 shipment outlook of more than 10,000 units has now been raised to more than 50,000 units across 2026 and 2027, a major jump that points to far stronger early demand than previously expected.

The most eye catching part of the report is the supply tightness. United Daily News says Industrial Fulian had originally planned sample shipments in the first quarter of 2026 and mass production in the third quarter, with the racks being made at Foxconn’s Vietnam plant. Industry sources cited in the report claimed that supply is now so tight that even display cabinets were handed over to NVIDIA, leading to speculation that Foxconn might not have an actual CPO rack on the Computex show floor this year.

However, that last part is no longer solid enough to treat as a confirmed outcome. In a newer United Daily News report published after Foxconn’s earnings briefing on May 14, company spokesperson James Wu said Foxconn’s Computex 2026 plans will include AI rack solutions from L1 to L12, NVIDIA’s Vera Rubin architecture, LPU architecture, and silicon photonics or CPO solutions, alongside broader AI data center and robotics technologies. That means the idea that Foxconn will completely skip any CPO related showcase at Computex is not confirmed, even if actual physical rack inventory is under heavy pressure.

What is clearly real is the broader infrastructure trend behind this. NVIDIA has already said its Spectrum 6 Ethernet and Spectrum X Ethernet Photonics platforms are built around co packaged optics for Rubin era AI factories, and the company says Rubin based products will be available from partners in the second half of 2026. In other words, the industry direction lines up with the Foxconn shipment story, even if the exact Computex floor situation remains more fluid than the original rumor suggested.

So the cleaner takeaway is this: Foxconn does appear to be ramping CPO hardware for NVIDIA faster than expected, and early supply may be extremely tight. But the stronger claim that Foxconn has nothing left to show at Computex now runs into later reporting from Foxconn itself, which says CPO remains part of its official exhibition plan.

Do you think co packaged optics will become the biggest networking shift of the Rubin era, or will it still take until the Feynman generation for CPO to go truly mainstream?