EPISODE · Jun 12, 2026 · 7 MIN
光通訊 解開Vera Rubin頻寬封印【談股論金 EP123】
from 談股論金 · host 先探投資週刊
AI算力大爆發使資料傳輸超越銅線物理極限，由銅轉光成為必然趨勢。Nvidia次世代Vera Rubin平台全面迎來1.6T至3.2T的高速光互連架構，驅使黃仁勳透過巨額投資與長約搶先綁定全球光通訊龍頭產能，開啟GPU與光通訊交織的黃金成長期！ 【單集重點】 1. AI網路升級催生光通訊 2. 輝達巨資框住龍頭產能 3. 上游雷射晶片需求爆發 4. Marvell關鍵戰略卡位 -- Hosting provided by SoundOn
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光通訊 解開Vera Rubin頻寬封印【談股論金 EP123】
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