通信周跟踪:MWC上海展示低轨卫星地面基建新机遇,AMD Helios机柜或使用更多光模块与铜缆

山西证券
10 Jul

(以下内容从山西证券《通信周跟踪:MWC上海展示低轨卫星地面基建新机遇,AMD Helios机柜或使用更多光模块与铜缆》研报附件原文摘录)投资要点行业动向:1)CoreWeave开启首批出货部署GB300,有望接力GB200开启资本开支新浪潮。美国新兴AI算力CSPCoreWeave公司7月3日在官网宣布,已成为第一家部署最新GB300NVL72系统的AI云提供商,并计划在全球范围大幅扩展部署。...

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