数据传输在AI领域确_老虎社区_美港股上老虎

猛兽财经网
01-27

数据传输在AI领域确定性非常高。

为AI数据中心提供数据传输服务的公司是我2026年会继续押注的领域。

光模块数据连接猛兽财经看好$博通(AVGO)$

GPU与GPU之间的【内部数据连接】（铜缆连接）猛兽财经看好$Astera Labs, Inc.(ALAB)$

机柜与机柜之间的【外部数据连接】猛兽财经看好 $Credo Technology Group Holding Ltd(CRDO)$

Meta拟斥资60亿美元采购康宁光纤，用于AI数据中心建设

这是整个行业数万亿美元扩张计划的一部分。

Meta拟斥资60亿美元采购康宁光纤，用于AI数据中心建设

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。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":526336300021216,"tweetId":"526336300021216","gmtCreate":1769527858188,"gmtModify":1769528164225,"author":{"id":3531915079729543,"idStr":"3531915079729543","authorId":3531915079729543,"authorIdStr":"3531915079729543","name":"猛兽财经网","avatar":"https://static.tigerbbs.com/417bb784450c13c87f9fe76e9d9776e8","vip":2,"userType":2,"introduction":"找到杰出的公司，并大举投资。微信公众号：猛兽财经","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.04.22","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":3109,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>数据传输在AI领域确定性非常高。</p>\n<p>为AI数据中心提供数据传输服务的公司是我2026年会继续押注的领域。</p>\n<p>光模块数据连接猛兽财经看好<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$&nbsp;</a>&nbsp;</p>\n<p>GPU与GPU之间的【内部数据连接】（铜缆连接）猛兽财经看好<a href=\"https://laohu8.com/S/ALAB\">$Astera Labs, Inc.(ALAB)$&nbsp;</a>&nbsp;</p>\n<p>机柜与机柜之间的【外部数据连接】猛兽财经看好 <a href=\"https://laohu8.com/S/CRDO\">$Credo Technology Group Holding Ltd(CRDO)$ </a>&nbsp;&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>数据传输在AI领域确定性非常高。</p>\n<p>为AI数据中心提供数据传输服务的公司是我2026年会继续押注的领域。</p>\n<p>光模块数据连接猛兽财经看好<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$&nbsp;</a>&nbsp;</p>\n<p>GPU与GPU之间的【内部数据连接】（铜缆连接）猛兽财经看好<a href=\"https://laohu8.com/S/ALAB\">$Astera Labs, Inc.(ALAB)$&nbsp;</a>&nbsp;</p>\n<p>机柜与机柜之间的【外部数据连接】猛兽财经看好 <a href=\"https://laohu8.com/S/CRDO\">$Credo Technology Group Holding Ltd(CRDO)$ </a>&nbsp;&nbsp;</p></body></html>","text":"数据传输在AI领域确定性非常高。 为AI数据中心提供数据传输服务的公司是我2026年会继续押注的领域。 光模块数据连接猛兽财经看好$博通(AVGO)$ GPU与GPU之间的【内部数据连接】（铜缆连接）猛兽财经看好$Astera Labs, Inc.(ALAB)$ 机柜与机柜之间的【外部数据连接】猛兽财经看好 $Credo Technology Group Holding Ltd(CRDO)$","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/526336300021216","repostId":1161221115,"repostType":2,"repost":{"id":"1161221115","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1769518269,"share":"https://www.laohu8.com/m/news/1161221115?lang=zh_CN&edition=full","pubTime":"2026-01-27 20:51","market":"us","language":"zh","title":"Meta拟斥资60亿美元采购康宁光纤，用于AI数据中心建设","url":"https://stock-news.laohu8.com/highlight/detail?id=1161221115","media":"老虎资讯综合","summary":"这是整个行业数万亿美元扩张计划的一部分。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/GLW\">康宁</a> CEO温德尔·威克斯透露，Meta已承诺在2030年前向康宁支付高达60亿美元，用于采购其AI数据中心所需的光纤电缆。为满足Meta及英伟达、OpenAI、谷歌、亚马逊和微软等大客户日益增长的需求，康宁正在扩建该工厂。这是整个行业数万亿美元扩张计划的一部分。</p><p>康宁表示，项目完工后，这将成为全球最大的光纤电缆工厂。威克斯说：“我接到的几乎所有客户电话都在询问，如何能获得更多产品？我认为明年超大规模云服务商将成为我们最大的客户。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4d8b2a35dca2a688d9f202a7e06225f\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta拟斥资60亿美元采购康宁光纤，用于AI数据中心建设</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta拟斥资60亿美元采购康宁光纤，用于AI数据中心建设\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-01-27 20:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/GLW\">康宁</a> CEO温德尔·威克斯透露，Meta已承诺在2030年前向康宁支付高达60亿美元，用于采购其AI数据中心所需的光纤电缆。为满足Meta及英伟达、OpenAI、谷歌、亚马逊和微软等大客户日益增长的需求，康宁正在扩建该工厂。这是整个行业数万亿美元扩张计划的一部分。</p><p>康宁表示，项目完工后，这将成为全球最大的光纤电缆工厂。威克斯说：“我接到的几乎所有客户电话都在询问，如何能获得更多产品？我认为明年超大规模云服务商将成为我们最大的客户。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4d8b2a35dca2a688d9f202a7e06225f\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f0ec77b2731d7c650ed570862da9d192","relate_stocks":{"GLW":"康宁"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161221115","content_text":"康宁 CEO温德尔·威克斯透露，Meta已承诺在2030年前向康宁支付高达60亿美元，用于采购其AI数据中心所需的光纤电缆。为满足Meta及英伟达、OpenAI、谷歌、亚马逊和微软等大客户日益增长的需求，康宁正在扩建该工厂。这是整个行业数万亿美元扩张计划的一部分。康宁表示，项目完工后，这将成为全球最大的光纤电缆工厂。威克斯说：“我接到的几乎所有客户电话都在询问，如何能获得更多产品？我认为明年超大规模云服务商将成为我们最大的客户。”","news_type":1,"symbols_score_info":{"GLW":2}},"isVote":1,"tweetType":1,"viewCount":925,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["ALAB","AVGO","CRDO"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":281,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}