京城Z先生
2026.03.19 01:08

Excellent, but there's a small mistake, terahop belongs to $Zhongji Innolight(300308.SZ)

LongPort - 康康先森
康康先森

AI 算力中心的 “光” 之战：深度解析 XPO MSA 联盟二十强

在@京城Z先生 的方向指点下，接触 Gemini 梳理了文字和图片，方便大家查看。在 AI 浪潮的推动下，数据中心正以前所未有的速度扩张。为了支撑庞大的算力集群（尤其是面向 GW 级别的液冷和极高密度场景），对高速、低功耗光互连技术的需求已迫在眉睫。XPO MSA (eXtra-dense Pluggable Optics Multi-Source Agreement...

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