海外科技股研究

海外科技股研究

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海外科技股研究
海外科技股研究
NVIDIA (NVDA US) 2025 GTC Preview -- An Update on its Latest CPO Switch and NVL288 Design

NVIDIA (NVDA US) 2025 GTC Preview -- An Update on its Latest CPO Switch and NVL288 Design

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AYZ
Feb 23, 2025
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海外科技股研究
海外科技股研究
NVIDIA (NVDA US) 2025 GTC Preview -- An Update on its Latest CPO Switch and NVL288 Design
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又到了万众瞩目的英伟达GTC大会的时间。相信很多读者朋友们都已经预料到了2025 GTC会发布GB300产品,但其实除此之外这次的大会上英伟达还会发布两项重量级的产品:即它的CPO交换机和NVL288机柜。

笔者在去年(Co-Packaged Optics (CPO) – The Next Big Thing for Nvidia (NVDA US)?)和今年初(NVIDIA (NVDA US) GB300, Vera Rubin & Beyond – An Update on Future PCB/CCL and Power Design Change)的文章中已经为读者朋友们分别介绍过了英伟达CPO交换机和NVL288机柜的基本信息。今天的文章则是对之前文章的补充,主要更新了一些产品的技术细节,供应商信息以及相对应的价值量。

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