半导体：共封装光学（CPO）- 英伟达 GTC 大会后对其落地时间与普及的思考-Semiconductors_ Co-packaged optics_ Thoughts on timing and adoption after Nvidia’s GTC

ab 18 March 2026 Global Research UBS Global I/O Semiconductors Co-packaged optics: Thoughts on timing and adoption after Nvidia's GTC CPO remains the direction cloud AI technology is heading towards Nvidia stated during its GTC keynote that its AI GPUs will rely on both copper and optics for interconnects for both the Oberon and Kyber rack architecture. This has caused some disappointment concerning a slower take-off of co-packaged optics (CPO). Stock volatility aside, our view is the industry has progresse ...