Core Viewpoint - The company confirmed that its high-speed optical modules, including 800G and 1.6T, can meet the interconnection needs of high-end GPU clusters, specifically for NVIDIA's GB200 GPU [1] Group 1 - The company is actively monitoring market demand to ensure supply continuity [1]

Core Viewpoint - The company confirmed that its products are compatible with NVIDIA's GB200 GPU, indicating potential opportunities for collaboration or increased demand in the market [1]. Company Summary - The company, 中际旭创 (300308.SZ), responded to an investor inquiry regarding the compatibility of its products with NVIDIA's GB200 GPU, affirming that its products can be adapted for use with this technology [1].

Group 1 - The core viewpoint of the articles highlights the ongoing growth and investment in the digital economy, particularly driven by advancements in AI technology and significant corporate investments in related infrastructure [1][2] - The digital economy sector saw a positive market response, with the digital economy ETF (560800) rising by 0.94%, and key stocks such as Lanke Technology, Weir Shares, and Cambricon experiencing notable gains [1] - Nvidia's recent financial report for Q1 FY2026 showed impressive results, with revenue of $44.062 billion, a 69% year-over-year increase, and net profit of $18.775 billion, up 26%, indicating strong demand and growth in the global AI industry [1] Group 2 - Global internet cloud companies are significantly increasing their AI investments, with capital expenditures rising sharply, indicating a sustained AI arms race [1] - Notable investments include Oracle's plan to spend approximately $40 billion on Nvidia's GB200 GPU and Elon Musk's announcement of expanding xAI's GPU card acquisition to 1 million units, benefiting leading optical module manufacturers [1] - The China Securities Index highlights the long-term growth potential of the digital economy, with the CSI Digital Economy Theme Index (931582) capturing core digital economy stocks, reflecting the industry's alignment with high-quality development goals [2]