NVIDIA has announced the full-scale commencement of mass production for its Spectrum-X silicon photonics CPO switch, signifying the advent of the silicon photonics era in AI computing networks. This innovative technology achieves a seamless integration of optical engines with switching chips through co-packaged optics, leading to a substantial reduction in power consumption and transmission losses, while simultaneously boosting energy efficiency and deployment effectiveness. NVIDIA's move to mass-produce this technology has expedited the commercialization process of the CPO industry chain, sparking a significant uptick in demand for global data center network upgrades. Domestic optical module and optical chip enterprises have already made early deployments (replacing the less precise 'strategic layout' with the more accurate 'deployments' for clarity), positioning themselves to reap substantial benefits from the ongoing restructuring of the global supply chain.