英伟达GTC官宣多项重磅合作，通信ETF（515880）再创新高

Core Insights - NVIDIA's CEO Jensen Huang emphasized breakthroughs in 6G, AI, quantum computing, and robotics during his keynote at the GTC conference, highlighting accelerated computing and GPU technology as key drivers of technological advancement as Moore's Law becomes less effective [3][4] Group 1: Strategic Partnerships and Investments - NVIDIA announced a strategic partnership with Nokia, committing to invest $1 billion to acquire shares in Nokia to jointly advance an AI-native 6G network platform [3] - The company is collaborating with the U.S. Department of Energy to build the largest AI supercomputer for the department [3] Group 2: Technological Innovations - NVIDIA introduced NVQLink technology, which integrates AI supercomputing with quantum computing, receiving support from 17 quantum computing companies [3] - The company plans to launch the Bluefield-4 processor to support AI factory operations [3] Group 3: Market Trends and Financial Performance - The AI industry is experiencing rapid growth, with significant capital expenditures from major cloud service providers, which now account for 60% of their operating cash flow, indicating a strong market outlook [5] - The communication ETF (515880) has surpassed 107 billion, ranking first among its peers, with over 50% of its composition in optical modules, reflecting a robust demand for computing hardware [7][8] Group 4: Optical Module Market Dynamics - The optical module market is expected to see significant growth, with projected market sizes of $14.4 billion, $24.4 billion, and $32.7 billion for the years 2025, 2026, and 2027, respectively, driven by increased demand and technological upgrades [6] - The overall market for optical modules is in a state of rising volume and price, with a stable competitive landscape dominated by leading Chinese manufacturers [6]