CITIC Securities: GPT and Gemini upgrade new optical modules
GPTand Gemini have been upgraded, and AI applications have accelerated commercialization. The latest financial reports of overseas cloud vendors Microsoft, Google, and
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CITIC Construction Investment: Persistently Backing Sectors Including
Consequently, from the vantage point of the communications industry, CITIC Construction Investment remains enthusiastic about sectors closely tied to computing power,
CITIC Securities: The high-end demand and productization of AI jointly
It is expected that global cloud providers'' capital expenditures will continue to rise in 2026, combined with AI cluster expansion, the deployment of new generations of computing
CITIC Construction Investment: Demand for high-speed optical
The Zhitong Finance App learned that CITIC Construction Investment Securities released a research report saying that with the rapid upgrading and iteration of GPUs and ASICs, computing power
CITIC Securities: The AI industry trend is clear, and we remain
Overseas cloud vendors and Taiwan Semiconductor''s capital expenditures continue to expand, confirming the robust demand for AI infrastructure and generating strong demand for high
CITIC Securities: Positive Capex expectations for North American
Overseas large cloud vendors cover the core demand for high-speed optical modules, and their optimistic expectations for future capital expenditure are expected to drive sustained prosperity
CITIC Securities: XPO will significantly expand the application
CITIC Securities pointed out that AI computing power clusters are shifting from "simply stacking computing power" to "competing for network efficiency", which will put forward more
CITIC Securities: Cloud vendor AI investment continues to
Cloud vendors are optimistic about the long-term profit potential of AI and plan to increase investment to accelerate the monetization capacity of AI services, which indicates an increase in demand for
CITIC Securities: Rising computing power prices spread, focus on
Leading optical module firms with high earnings certainty and relatively reasonable valuation levels are highly recommended. The OFC conference enhances visibility of the optical communication market
CITIC Securities: Three Trends in the Optical Module Industry in 2024
CITIC Securities released a research report stating that three trends in the optical module industry were showcased at OFC 2024 recently: the rapid development of solutions such as single