* 其他中信证券:博通新一代交换芯片交付,关注光通信机遇36氪获悉,中信证券研报认为,近日,博通透露其新一代Tomahawk 6交换芯片已启动交付,目前客户需求十分旺盛。Tomahawk 6性能提升显著,可以支持百万XPU的集群部署。研报认为网络速率升级与算力集群扩张依然是长期发展趋势,Tomahawk 6的量产有望推动1.6T光模块与数据中心互联(DCI)需求的快速增长。同时此次Tomahawk...
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