野村证券：AI网络设备供应商或迎持续强劲需求

Core Viewpoint - Demand for AI network equipment providers is expected to remain strong through next year, driven by the need for enhanced computing and interconnect capabilities in AI data centers to support the growing requirements for large-scale language model training and inference [1] Group 1: Industry Insights - AI data centers will increasingly rely on network solutions such as switches, optical cables, optical modules, and copper cables [1] - The leading companies in the high-end optical module market, such as Zhongji Xuchuang, are expected to continue their dominance [1] - Tianfu Communication is identified as a beneficiary of NVIDIA's demand for high-end optical module products [1]