通信行业点评报告:英伟达再发力,“光、光纤、液冷”趋势再强化

开源证券
Mar 03

(以下内容从开源证券《通信行业点评报告:英伟达再发力,“光、光纤、液冷”趋势再强化》研报附件原文摘录)英伟达拟投资两家光通信领军企业,重视光通信新技术发展机会英伟达宣布与光通信公司Lumentum建立战略合作关系,共同开发最先进的光学技术,这项非独家协议包括英伟达数十亿美元的采购承诺以及未来先进激光组件的产能使用权。此外,英伟达还将向Lumentum投资20亿美元,以支持其研发、未来产能和运营,...

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