Stock Markets February 25, 2026

Ciena Unveils Vesta 200 6.4T CPX; Stock Jumps on New Co-Packaged Optics Offering

Pluggable CPO aimed at hyperscalers and cloud operators promises significant power and density gains for AI data centers

By Marcus Reed CIEN
Ciena Unveils Vesta 200 6.4T CPX; Stock Jumps on New Co-Packaged Optics Offering
CIEN

Ciena's shares climbed after the company introduced the Vesta 200 6.4T CPX, a co-packaged optics (CPO) product targeted at hyperscalers, cloud providers and data center operators. The pluggable CPO claims up to 70% lower power draw versus traditional retimed solutions and supports high-density 200G/lane deployments across NICs, XPU servers and switches up to 200 Tb/s.

Key Points

  • Ciena introduced the Vesta 200 6.4T CPX, a pluggable co-packaged optics solution aimed at hyperscalers, cloud providers and data center operators.
  • The company says the product reduces power consumption by up to 70% compared to traditional retimed options and supports 200G/lane deployments in space-constrained NICs, XPU servers and switches up to 200 Tb/s.
  • The solution features a co-optimized internal design with 2D fiber interconnect technology, retimer-free linear-drive operation, and compliance with IEEE802.3dj in an open CPO ecosystem.

Ciena Corp (NYSE:CIEN) saw its stock rise 5.4% on Wednesday following the public introduction of the Vesta 200 6.4T CPX, a newly announced co-packaged optics solution designed with AI data center environments in mind.

The Vesta 200 6.4T CPX is Ciena’s first product launch since its acquisition of Nubis Communications. Presented as a pluggable CPO solution, the offering is directed at hyperscalers, cloud providers and data center operators. Ciena states the product can reduce power consumption by up to 70% compared with traditional retimed optical options.

According to the company, the module achieves ultra-high density through an internally developed, co-optimized architecture together with 2D fiber interconnect technology. The Vesta 200 6.4T CPX is engineered to support 200G/lane deployments in space-constrained network interface cards (NICs), XPU servers and switches operating at totals of up to 200 Tb/s.

Technical approach and standards

Ciena said the solution operates using retimer-free linear-drive operation and can accommodate an electrical loss budget of up to 20 dB measured from the host ASIC. The product package also includes an open, standards-based CPO ecosystem featuring a pluggable CPX electrical interconnect and an optical interface that complies with IEEE802.3dj.

Dino DiPerna, Senior Vice President of Global Research & Development at Ciena, described the Vesta 200 6.4T CPX as "the industry’s first truly flexible, open pluggable optical engine," saying it removes barriers to CPO adoption while delivering density, power efficiency and reliability within an open, multi-vendor ecosystem.

Industry observers and partners provided context on market adoption and demand. Vladimir Kozlov, CEO of LightCounting, commented that adoption of CPO has begun and that the subsequent priority for operators is the development of a competitive CPO ecosystem. Two industry partners named by Ciena, Accton Technology and Samtec, indicated the offering targets growing requirements for next-generation scale-out and scale-up networks within AI infrastructure.

The company’s announcement and the technical specifics highlight a focus on power efficiency and physical density in constrained equipment slots, features that Ciena and its partners say respond to current data center operator needs.


Clear summary

Ciena launched the Vesta 200 6.4T CPX, a pluggable co-packaged optics product intended for hyperscalers, cloud providers and data center operators. The product, the first introduced after Ciena’s acquisition of Nubis Communications, is claimed to lower power usage by up to 70% versus traditional retimed designs and supports high-density 200G/lane deployments up to 200 Tb/s.

Risks

  • CPO adoption remains in development; market participants will need a competitive CPO ecosystem before widespread operator shift - this affects vendors supplying data center networking equipment and components.
  • Performance and interoperability expectations depend on standards compliance and multi-vendor ecosystem uptake, which could influence deployment timelines for hyperscalers and cloud providers.
  • Technical constraints such as electrical loss budget limits (up to 20 dB from the host ASIC) and space-constrained deployment scenarios may impact integration choices for data center operators and equipment suppliers.

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