Core Insights - The future of computing power competition is shifting from individual data centers to cross-regional computing networks [2][5] - NVIDIA's new Spectrum-XGS Ethernet technology integrates geographically dispersed data centers into a unified AI super factory to address the physical limits of single data centers [2][3] - The Scale-Across model emerges as a third pillar of AI computing, allowing integration of data centers across different cities, countries, and even continents [3][5] Industry Trends - The demand for AI computing power is pushing traditional data centers to evolve into AI data centers (AIDC) due to the exponential growth of AI technology and AIGC [5] - The integration of global resources through Spectrum-XGS can significantly reduce training time and enhance research efficiency for large models [4][5] - The need for high-speed, low-latency optical communication infrastructure is expected to rise, particularly for 1.6T/3.2T optical modules and hollow-core fibers [6][7] Market Impact - Companies involved in optical fiber and optical module production are experiencing increased attention and stock performance, with notable gains in companies like Yangtze Optical Fibre and Cable [2] - The demand for hollow-core fibers is anticipated to grow rapidly due to their advantages in low latency and high capacity, making them suitable for long-distance data transmission [7] - The transition to GW-level AI supercomputing centers is likely to drive growth in high-end PCB manufacturing and liquid cooling technologies [6][7]