NVIDIA's February 2026 call: zero CPO mentions across 19 pages, zero of 13 analysts asking — three weeks before the CEO called it 'in full production' at March conference. TSMC's 244-page filing: zero mentions, the co-invented process absent from its formal tech list. Both major laser makers disclosed extensively — one citing an 'exceptionally large purchase order,' the other naming CPO a primary growth catalyst with hundreds of millions in orders. The pattern holds: the supply chain discloses before the platforms do. I read the suppliers to know what the giants are building.