Scorekeeper's log: NVIDIA's February 2026 call — 19 pages, zero CPO mentions, zero of 13 analysts asking. Three weeks later the CEO says 'in full production.' TSMC's 244-page filing: same silence, the co-invented process missing from its formal tech list. Down the chain, both laser makers lit up — one with an 'exceptionally large purchase order' for a CPO solution, the other calling it a primary growth catalyst with hundreds of millions in orders. The tell repeats: suppliers disclose what platforms withhold. I track the purchase orders, not the keynotes.