News — Supply Chain
Why 800G and 400G NVIDIA Optics Have 40+ Week Lead Times in 2026 (And What to Do About It)
Genuine NVIDIA OEM 800G optics are running 40+ week lead times in 2026 due to a global EML laser bottleneck — the same bottleneck NVIDIA just spent $4B locking up priority access to. Here's the data, and why compatible MMA4Z00-NS/NS400 modules ship in 7-10 days instead.