观点更新：光模块/CPO、CPU

Group 1: Optical Modules and CPO - The ongoing debate regarding optical modules and CPO has seen significant attention, with CSPs showing support for the CPO plan, although their actual interest appears limited [3] - Market expectations for the growth of 800G/1.6T optical module demand are strong, with projections indicating a 60% year-on-year increase in capital expenditure from the top four US cloud service providers by 2026 [7] - The market for optical circuit switches (OCS) is expected to gradually increase in the coming quarters, with a projected market size exceeding $2 billion by 2030 [7] - Initial deployment of Co-Packaged Optics (CPO) is anticipated in horizontal architectures, with vertical upgrades expected to begin around the end of 2027 [7] - Near-Package Optics (NPO) is set to ramp up in the second half of 2026, providing a technical solution for cloud service providers to achieve vertical upgrades in computing power [7] - The supply of indium phosphide (InP) lasers is expected to remain tight through 2027, with long-term agreements already in place [7] - Overall, the demand outlook for the optical communication industry in 2027 is optimistic, although the impact on optical modules and copper connections in the next couple of years is expected to be minimal [7] Group 2: CPU Market Insights - Current CPU prices are on an upward trend, but the actual increase remains relatively moderate [8] - Intel's inventory levels are notably tight in Q1, but supply pressures are expected to ease gradually in Q2 [8] - The surge in CPU demand is primarily driven by the explosive growth of AI applications, yet actual usage scenarios indicate that individual sandbox instances may not fully utilize a single CPU core [8] - Research on the demand from a leading AI company shows that even with a conservative estimate, the incremental CPU demand from this company is only around 3,000 to 5,000 units [8] - Domestic cloud service providers currently have a CPU utilization rate of less than 30%, indicating a significant amount of untapped computing resources in the market [8] - The current CPU supply shortage is not expected to last long, contrasting with the explosive demand seen in the storage sector [8] Group 3: Industry Updates - Recent updates to the daily reports in the knowledge-sharing platform include comprehensive summaries of news and analyst opinions across various industries, including Memory, AI computing, and optical technologies [10]