天风通信 | 谷歌TPU v7与OCS光交换：架构革新与产业链机遇

海陆清风

02/23

行业报告报告信息文中报告节选自天风证券研究所已公开发布研究报告，具体报告内容及相关风险提示等详见完整版报告。证券研究报告：《谷歌TPU v7与OCS光交换：架构革新与产业链机遇》对外发布时间：2026年02月13日报告发布机构：天风证券股份有限公司本报告分析师：王奕红 SAC执业证书编号：S1110517090004余芳沁 SAC执业证书编号：S1110521080006唐海清 SAC执业证书编号...

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