CPO成必争之地，英伟达、联发科接连出手

芯极速03-04

据业内消息，AI技术的快速发展正推动光通信技术加速布局。继联发科宣布入股美国硅光子新创公司Ayar Labs后，英伟达也对两家美国光通信大厂Lumentum及Coherent分别投资20亿美元。英伟达的投资主要用于支持两家厂商的研发与产能扩充，同时包含长期采购承诺以及高端激光与光网络产品的优先供货权。业内人士分析，英伟达此举并不意外，其在共封装光学（CPO）技术的实际应用上一直处于领先地位，而与...

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