Open Source Securities: The GTC conference is approaching, focusing on sectors such as CPO, liquid cooling, and server power supplies

美港電訊
2025.03.17 00:29
金十數據 3 月 17 日訊，開源證券研報指出，英偉達 GTC2025 將於 3 月 17 日召開。BlackwellUltraGB300 和 B300 系列芯片或將亮相本次 GTC，預計將在內存及網絡配套方面有所提升，對網絡互聯速率、芯片散熱、電力供給提出更高要求，建議持續關注 CPO 芯片及 CPO 交換機、1.6T 光模塊、冷板式液冷相關 QDC 及 CDU、服務器電源、機器人解決方案等板塊。
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