Group 1 - The core viewpoint of the news highlights the dual-track technological path proposed by NVIDIA at the GTC 2026 conference, focusing on "copper cable Scale-up" and "optical Scale-up" to advance both Kyber copper interconnect and CPO optical interconnect solutions [1] - NVIDIA's AI factory strategy was announced, with the Vera Rubin platform achieving 100% liquid cooling and operating at 45°C hot water cooling, now running on Microsoft Azure [1] - Longcheng Securities noted that parallel multiple routes will reduce the risk of single technology replacement, continuously benefiting the copper link, CPO, and liquid cooling industry chain segments, with optical interconnect evolving from a "performance supplement" to a foundational pillar of AI infrastructure [1] Group 2 - The OFC 2026 exhibition showcased new generation optical interconnect solutions such as XPO, NPO, and OCS, with Arista forming the XPO MSA standard organization and launching a 12.8Tbps liquid-cooled pluggable optical module [2] - As of February 27, 2026, the top ten weighted stocks in the National Communication Index accounted for 54.84%, including companies like Tianfu Communication, Zhongji Xuchuang, and ZTE [2] - The communication ETF, 嘉实 (159695), closely tracks the National Communication Index, providing a convenient way to invest in the optical communication industry chain [3]