更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 AI networking market update EQUITY: TECHNOLOGY Our read-through from OFC 2026 Scale-out & scale-up CPO, 3.2T optical transceiver, optical fiber and copper cable OFC 2026: long runway for optical communication players in the AIDC market, demand uptick will continue in the multi-year tech upgrade cycle Driven by intensive investment from large global AI players on LLM (large language model) and growing AI inference workloads, the AI networking market continues to benefit from stro ...