Nvidia(US:NVDA) Jin Rong Jie·2026-02-09 01:20Group 1: Company Developments - Nvidia's stock price surged nearly 8%, adding $325 billion to its market value, driven by CEO Jensen Huang's assertion that substantial AI investments are reasonable and sustainable as long as AI companies can achieve profitability from these investments [1] - Nvidia is nearing a $20 billion investment agreement with OpenAI, which would create a strategic alliance to advance AI technology [1][2] - Nvidia's recent CES 2026 announcements included the launch of the NVIDIA Spectrum-X Ethernet co-packaged optical devices, further promoting the application of CPO technology in AI data centers [1][3] Group 2: Industry Trends - The demand for high-speed optical modules is expected to rise alongside the acceleration of AI data center construction, with Nvidia's CPO technology driving manufacturers to enhance their development and production of co-packaged optical products [4] - The silicon photonics industry is set to expand due to Nvidia's collaboration with Tower Semiconductor, optimizing silicon photonic chip performance to meet AI data center transmission needs [4] - The AI data center construction industry will see increased participation from more companies, focusing on high-performance computing clusters and optimizing data center infrastructure to accommodate new interconnection solutions like CPO technology [5] Group 3: Key Companies in the Supply Chain - Zhongji Xuchuang specializes in the research and manufacturing of optical module products, positioning itself to benefit from the growing demand for high-speed transmission solutions and CPO technology [6] - Tianfu Communication focuses on optical communication devices, providing essential optical components for CPO products, with plans to enhance product compatibility and transmission efficiency [7] - Shiyun Circuit has entered Nvidia's supply chain through OEM partnerships, leveraging its advanced PCB technology to meet the high specifications required for AI servers, with future business growth expected to align with Nvidia's expansion [7]