Guojin Securities reports that the expansion of AI training clusters and the increasing computational demands of inference are driving significant growth in the need for computing power and network infrastructure. The firm highlights Co-Packaged Optics (CPO) as a key technology that can enhance efficiency and connectivity in large-scale AI deployments. Consequently, companies involved in the CPO supply chain are expected to benefit from its accelerated adoption. AI
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IMPACT Accelerated adoption of Co-Packaged Optics (CPO) is expected to improve efficiency and connectivity in large-scale AI deployments.
RANK_REASON Industry analysis report from a financial institution on the impact of AI on infrastructure technology.