硬件与网络_OFC 洞察_高管论坛要点-Hardware & Networking_ OFC Insights_ Executive Forum Takeaways. Tue Mar 17 2026

North America Equity Research 17 March 2026 J P M O R G A N Hardware & Networking OFC Insights: Executive Forum Takeaways The first day of the Optical Fiber Communication (OFC) Conference opened with the Executive Forum, featuring a plethora of industry leaders, including CEOs, CTOs, and senior engineers from the likes of large hyperscalers and model builders (e.g., Google, Meta, Microsoft, OpenAI) as well as infrastructure and component providers (e.g., Arista, Broadcom, Ciena, Coherent, Lumentum, Marvell, ...