Core Viewpoint - The company is experiencing significant growth in its data center switch revenue, particularly in the high-speed segment driven by the demand for AI technology and internet industry infrastructure [2] Group 1: Company Performance - The company reported that by the third quarter of 2025, the revenue from internet data center switches will see a continuous increase in the proportion of products with speeds of 400G and above [2] - Specifically, the revenue share of 400G switches reached 67%, while 800G switches accounted for 14% [2] Group 2: Technology and Innovation - The company has developed various data center optical interconnection solutions, including LPO, CPO, and NPO technology routes, although these have not yet been commercially deployed at scale [2] - The company will continue to focus on innovations in optical communication technology to provide high-performance and low-power network interconnection solutions for large-scale intelligent computing centers [2]
锐捷网络：目前公司已有LPO、CPO、NPO 等技术路线的数据中心光互联方案，尚未规模化商用落地