“Lumentum's CPO optical revenue gets pushed out at least a year as NVIDIA's Kyber rack slips to 2028 and its NVL72x2 replacement is cancelled, removing the key platform that was supposed to drive co-packaged optics shipments this cycle.”
“MASSIVE DELAY: Just 3 months after Jensen demoed Kyber NVL144 at GTC, it has faced major setbacks and has been delayed by more than 12 months, pushing it back to 2028.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.