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

$英伟达 (NVDA.US)$ 宣布向 $迈威尔科技 (MRVL.US)$ 投资20亿美元，将其纳入自身AI基础设施生态体系。受此影响，英伟达大涨近6%，MRVL大涨近13%。两家建立深度战略合作，通过NVLink Fusion将Marvell接入英伟达的AI工厂及AI-RAN生态系统。【从芯片到网络的全面整合，能否推动英伟达&MRVL后续涨势？你看好这两家公司吗？】

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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