算力瓶颈倒逼：传统铜_老虎社区_美港股上老虎

算力瓶颈倒逼：传统铜缆/电互联在800G+速率下功耗爆炸、带宽见顶、延迟高，GPU再强也跑不动。
光互连的硬优势：CPO/硅光可带宽×3、功耗降50%+、延迟减半，是“吉瓦级AI工厂”的唯一解。最近一直在做光通信

下周的英伟达GTC大会（2026年3月16日至19日）以及美国光纤通信展览会及研讨会（OFC）（2026年3月15日至19日），成为投资者们关注热点。黄仁勋将于当地时间3月16日上午11时发表主题演讲。此外，英伟达发力智能体，开源模型Nemotron 3 Super参数1200亿，吞吐量提升五倍。黄仁勋罕见发文：AI是这个重塑世界的重要力量，是电力、互联网一样的基础设施。【芯片、存储、光纤板块……大家看好哪些板块的部署机会？英伟达能否大涨？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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ElsieDewey
03-03
ElsieDewey
光通信太关键了，CPO潜力无限！

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