黄仁勋重申铜技术路线，光学器件股Lumentum(LITE.US)、Coherent(COHR.US)盘前齐挫

智通财经03-17

智通财经APP获悉，周二盘前交易中，光学器件公司Lumentum(LITE.US)和Coherent(COHR.US)股价走低。此前，英伟达(NVDA.US)CEO黄仁勋重申其服务器机架将采用铜技术。截至发稿，Lumentum盘前跌超3%，Coherent跌近4%，而有源电缆生产商Credo Technology(CRDO.US)则逆势上涨近3%。在长达两个半小时、涵盖多个主题的GTC演讲中，...

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SPX共封装光学以太网交换机已全面投产，该产品与台积电共同开发，(管理层)声称其光学能效比传统可插拔收发器提升5倍，弹性提高10倍。对于Rubin Ultra(预计2027年推出)，Kyber机架架构采用垂直计算托盘，通过中央背板和NVLink铜互连技术连接(最多支持144个GPU)，同时还展示了一种基于CPO的NVLink交换机方案，用于机架间互连。管理层表示，这两种设计将继续并行推进。对于Feynman(预计2028年推出)，英伟达将明确提供采用铜互连和CPO互连两种规模扩展方案的Kyber产品，同时推出Spectrum-7(204T， CPO)用于横向扩展。\"","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","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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