通信行业周报：GTC&OFC前瞻

广发证券股份有...03-09

事件一：美国西海岸时间2026 年3 月16-19 日，英伟达将在圣何塞举办GTC 大会。在2025 年的GTC 大会上，英伟达发布了未来的GPU迭代路线图，其标明2026 年将发布Rubin & Rubin Ultra GPU 及VeraCPU，同时还有第六/第七代3600GB/s 的NVLink Switch，以及Spectrum 6 102.4T CPO 交换机和CX9 1.6T 网卡。我们...

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NVL 72 机柜内部采用铜缆进行全连接，充分利用了铜高可靠、低成本、低时延的优势，但同时存在局限性：（1）从设备物理形态上看，铜连接受限于链接的距离，通常限制在一个机柜内，因此AI Rack 机架需要在单位空间部署更多芯片，同时高密度的铜互联方案给供电、制冷、布线也带来挑战；（2）随着Scale-Up 域未来扩展到百卡甚至千卡级别，由于距离限制，铜互联已经无法覆盖，根据阿里白皮书数据，有源AEC 100G/lane 的传输距离仅7 米，而光互联可以覆盖几十米、几百米甚至更远距离，光互联优势凸显。我们认为，Scale-Up 侧的NPO 有望在2027 年批量应用，以海外云厂商进行牵头渗透；CPO 有望在2027 年底的英伟达Rubin Ultra 中被大规模使用，本次GTC 大会中有望看到相关催化。此外，关注英伟达下一代机柜的液冷&电源边际变化。英伟达在GTC2025 上曾展示Kyber 架构机柜，功率密度和热密度相比Oberon 机柜显著增加，由此带来两方面的变化：（1）液冷方面，随着单computetray 部署更多的GPU die，需要液冷系统有更强的散热能力，液冷BOM占比有望提升；（2）电源方面，一是柜外800V HVDC 有望伴随RubinUltra 而铺开，二是柜内垂直供电等下一代新型板载供电架构有可能开始渗透。投资建议：建议关注Scale-Up NPO/CPO、液冷、服务器电源等赛道。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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