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Western Securities: Surging Inference Demand Highlights High Growth Potential of Optical Module Industry
1 week ago /
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Author：小编
A research report from Western Securities highlights that overseas demand for AI, particularly from newly emerging enterprises, is experiencing rapid growth. The accelerating number of Tokens is continually propelling AI capital expenditures to remain at elevated levels. Considering that AI applications are still in their nascent stages in the medium to long term, the optical module industry, as a pivotal component in the expansion of computing power clusters, retains substantial high growth potential.
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