东方财富证券：光铜互连多路线并进中短期柜内成本优势或为铜连接带来生存空间

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智通财经APP获悉，东方财富证券发布研报称，英伟达(NVDA.US)GTC大会展示未来两年公司存算与网络产品的迭代方向，各互联路径均有望受益，中短期内铜连接方案可凭成本与稳定性等优势为终端客户所接受，从长期来看CPO/NPO等光连接方案也将保持逐步渗透的趋势。成本端，英伟达在Rubin Ultra、Feynman系列中保留了芯片间短距铜连接版本，从成本角度给云厂商提供选择，铜连接至少到...

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东方财富证券：光铜互连多路线并进 中短期柜内成本优势或为铜连接带来生存空间

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东方财富证券：光铜互连多路线并进中短期柜内成本优势或为铜连接带来生存空间