Sinolink Securities: Large-scale AI Clusters Drive Accelerated Adoption of CPO, Bullish on Companies in the Industrial Chain
6 hour ago / Read about 0 minute
Author:小编   

The development of AI is driving growth in computing power and network demands. CPO technology can effectively reduce power consumption in large-scale clusters, enhance interconnection density, and improve transmission stability. Currently, there is an urgent demand for CPO in AI, and the supply side is gradually maturing. CPO is expected to accelerate its penetration, benefiting core supply chain companies such as those providing CPO core optical components, manufacturing, and solution providers.