智通财经APP获悉,国信证券发布研报称,随着全球CSP厂商capex持续高增,智算中心互联技术正经历从400G向1.6T的跨越式升级。AI芯片领军企业推动智算中心快速发展;CSP互联网云厂自研ASIC芯片和算力集群,探索适应自身AI发展之路。智算中心互联技术主要使用光通信和铜缆/铜背板连接,推荐关注光模块厂商、光器件厂商、铜连接等,以及通信设备厂商。国信证券主要观点如下:CSP互联网云厂AI...
Source Link智通财经APP获悉,国信证券发布研报称,随着全球CSP厂商capex持续高增,智算中心互联技术正经历从400G向1.6T的跨越式升级。AI芯片领军企业推动智算中心快速发展;CSP互联网云厂自研ASIC芯片和算力集群,探索适应自身AI发展之路。智算中心互联技术主要使用光通信和铜缆/铜背板连接,推荐关注光模块厂商、光器件厂商、铜连接等,以及通信设备厂商。国信证券主要观点如下:CSP互联网云厂AI...
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