Nvidia(US:NVDA) 智通财经网·2026-01-22 07:16Core Insights - NVIDIA's CEO Jensen Huang announced the NVIDIA Vera Rubin POD AI supercomputer and NVIDIA Spectrum-X Ethernet co-packaged optical devices at CES 2026, which may accelerate demand for CPO, optical modules, and liquid cooling solutions [1][2] Group 1: Product Announcements - The Vera Rubin NVL72 cabinet features 20 trillion transistors, with NVFP4 inference performance reaching 3.6 EFLOPS and training performance at 2.5 EFLOPS [1] - The LPDDR5X memory capacity is 54 TB, 2.5 times that of the previous generation, while total HBM4 memory is 20.7 TB, 1.5 times the previous generation, and HBM4 bandwidth is 1.6 PB/s, 2.8 times the previous generation [1] Group 2: CPO Industry Evolution - The CPO industry is evolving rapidly under the silicon photonics trend, which is expected to drive demand for silicon photonic engines and related technologies, including CW light sources, optical fibers, FAU, and MPO/MTP [3] - The silicon photonic engine is a core component of CPO and is crucial for traditional optical module manufacturers, indicating a significant opportunity for leading firms to deepen their market presence [3] Group 3: Investment Opportunities - Key investment areas include silicon photonic engines and CW light sources, with recommended stocks such as Zhongji Xuchuang, Xinyi Sheng, Yuanjie Technology, and Tianfu Communication [4] - Additional beneficiaries in the silicon photonics equipment and optical interconnect sectors include Robotech, Zhishang Technology, and Juguang Technology [4]