周末3个话题圈里讨论的比较多,下面开始。1,OCS持续升温,谷歌的强势肉眼可见周五晚的文章做过一点小的讨论,大概回顾一下:这个阶段的关键并非OCS的规模确定的有多大,而在于光互连是确定的技术方向,可以开拓以光互连为核心的巨大市场空间。这里简单说一个问题,之后有机会详细讨论,就是替代、互补、资本价值。未来因为使用场景不同,在大规模AI集群里必然有各种各样的互连,但这些互连方案的资本价值却天差地别。...
Source Link周末3个话题圈里讨论的比较多,下面开始。1,OCS持续升温,谷歌的强势肉眼可见周五晚的文章做过一点小的讨论,大概回顾一下:这个阶段的关键并非OCS的规模确定的有多大,而在于光互连是确定的技术方向,可以开拓以光互连为核心的巨大市场空间。这里简单说一个问题,之后有机会详细讨论,就是替代、互补、资本价值。未来因为使用场景不同,在大规模AI集群里必然有各种各样的互连,但这些互连方案的资本价值却天差地别。...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.