Open Source Securities: The GTC conference is approaching, focusing on sectors such as CPO, liquid cooling, and server power supplies
Jin Shi Data reported on March 17 that Open Source Securities' research pointed out that NVIDIA GTC2025 will be held on March 17. The Blackwell Ultra GB300 and B300 series chips may debut at this GTC, with expected improvements in memory and network support, raising higher requirements for network interconnection speed, chip heat dissipation, and power supply. It is recommended to continue focusing on CPO chips and CPO switches, 1.6T optical modules, cold plate liquid cooling related QDC and CDU, server power supplies, and robotic solutions
Source: USHK News The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments