AI算力基础设施的高速扩张,正催生一场席卷整个供应链的技术路线博弈。在本届GTC大会与OFC光通信大会上,数据互联方案的铜光取舍、800VDC电源架构的规模化推进,以及网络交换机供应生态的深度重构,划定了AI数据中心硬件演进的下一阶段边界。 黄仁勋在GTC期间明确了互联技术演进时间表:Vera Rubin Ultra一代(2027年)将提供铜缆或铜缆+CPO(共封装光学)两种方案,而Feynman...
Source LinkAI算力基础设施的高速扩张,正催生一场席卷整个供应链的技术路线博弈。在本届GTC大会与OFC光通信大会上,数据互联方案的铜光取舍、800VDC电源架构的规模化推进,以及网络交换机供应生态的深度重构,划定了AI数据中心硬件演进的下一阶段边界。 黄仁勋在GTC期间明确了互联技术演进时间表:Vera Rubin Ultra一代(2027年)将提供铜缆或铜缆+CPO(共封装光学)两种方案,而Feynman...
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.