NVIDIA Drains Foxconn’s Entire CPO Rack Supply Ahead of Schedule, Forcing the Assembler to Skip Showcase at Computex This Year

Foxconn reportedly shipped all of its prototype co-packaged optics racks to NVIDIA ahead of schedule.

Because the units were sent early, Foxconn skipped a planned demo at Computex.

The company is also said to be lifting 2026-2027 shipment expectations to 50,000 units.

Mass production and wider adoption are expected to track NVIDIA’s next AI platforms, including Rubin and Feynman.