科技行业：AI 网络市场更新；2026 年 GTC 与 OFC 展会前瞻-Technology Sector_ AI networking market update; What to expect from GTC and OFC 2026_

AI networking market update EQUITY: TECHNOLOGY What to expect from GTC and OFC 2026? CPO, optical chip & transceiver, optical fiber trend GTC 2026: NVIDIA's networking roadmap – Spectrum CPO switch on the spotlight; watch out for the timeline for scale-up CPO, which could enjoy 4-5x higher TAM than scale-out CPO We think investors would expect further details about NVIDIA's CPO (Co-package optics) roadmap during the upcoming GTC (GPU Technology Conference) 2026 on March 16-19 (CEO Jensen Huang's keynote spe ...