小摩:预计博通等更多公司将跟随英伟达进入CPO器件领域

智通财经网
27 Mar

智通财经APP获悉,继英伟达(NVDA.US)最近在GTC 2025上宣布计划扩大使用共封装光学(CPO)器件的人工智能工厂之后,摩根大通的分析师们很有兴趣看看是否有更多的公司在美国光纤通信大会(OFC)上宣布类似的计划;会议将于3月30日至4月3日在旧金山举行。以Samik Chatterjee为首的摩根大通分析师周三在一份投资者报告中说:“虽然英伟达在GTC上宣布正式进军CPO领域,采用基于...

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