High-speed Interconnect
Focusing on high-speed interconnect technology inside AI data centers, covering leading companies in optical modules, switches and network chips.
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US AI & Computing Intelligence
2026-10-16
241
高速互联成AI算力新咽喉：NVLink、CPO与以太网混战，美股掘金路线图浮现
当AI集群迈向百万卡规模，高速互联正取代单芯片性能成为算力效率的新瓶颈。本文大白话拆解NVLink、Ultra Ethernet与CPO光互联三大技术路线的混战格局，梳理博通、Astera Labs、Credo、Arista等美股受益标的，并给出资本开支、速率升级与标准落地三大可跟踪指标，帮助投资者看清这条看不见的赛道。
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US AI & Computing Intelligence
2026-10-04
154
AI算力租赁市场爆发：美股算力租赁概念股崛起，算力经济迎来新篇章
随着AI技术应用的爆发式增长，企业对算力的需求呈指数级上升，算力租赁市场迅速崛起。本文深入分析AI算力租赁市场的现状、主要玩家、商业模式及未来发展趋势，为投资者提供美股算力租赁概念股的投资策略。
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US AI & Computing Intelligence
2026-07-29
949
博通定制AI芯片出货量飙升150%，ASIC赛道加速抢占算力市场
博通2026年第二季度财报显示，定制AI芯片（ASIC）出货量同比增长150%，谷歌、Meta等客户订单激增，AI推理场景推动ASIC渗透率提升，挑战英伟达GPU主导地位。本文分析博通业绩亮点、ASIC技术优势及对美股AI芯片格局的影响。
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