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Latest Research Report on Optical Modules from CITIC Securities

GMT EIGHT - CITIC SEC: Explosive growth in the market space for optical module equipment, focusing on the trends of efficiency and localization in the chip, coupling, and testing processes. NVIDIA unveiled its new generation product, GB200, with its network architecture. The Zhitong Finance App learned that CITIC Securities released a research report saying that GPT and Gemini have been upgraded, AI applications have accelerated commercialization, and the latest financial reports from overseas cloud vendors Microsoft, Google, and Meta show that AI has played a. Data centers will keep dominating optical module demand as AI and cloud drive revenue growth through 2030. Optical module demand is being pulled in two directions at once, faster bandwidth for dense networks and tighter constraints on power, security, and lead times. In AI. Mars Finance News: On April 20, CITIC Securities research report stated that AI computing clusters have shifted from “stacking computing power” to “competing network efficiency.