通信行业周报：光、液冷、国内AIDC迎新变化-行业周报

开源证券01-11

英伟达发布Vera Rubin 机柜以及6 款芯片，液冷、光模块需求有望加速2026 年1 月5 日，英伟达CEO 黄仁勋于CES 2026 上发布NVIDIA VeraRubin POD AI 超级计算机、NVIDIA Spectrum-X 以太网共封装光学器件、NVIDIA 推理上下文内存存储平台以及基于DGX Vera Rubin NVL72 的NVIDIA DGX SuperPOD。...

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