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。

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