开源证券：AI 驱动光模块下游景气度提振_虚拟币交易所平台,数字货币,NFT

据界面 9 月 21 日消息，开源证券研报指出，AI 驱动光模块下游景气度提振，行业“量增”逻辑确立 AI 大模型引算力芯片供不应求，为高端光模块带来显著需求增益。根据我们的测算，2023 年由英伟达 A100/H100 GPU 出货所引致的高速率光模块潜在需求或达 20 亿美元，而 2024 年这一潜在需求有望进一步提升至 27 亿美元左右。数据流量、算力需求扩张推动数据中心规模增速进入上行周期。AIGC 的发展驱动数据中心由云服务向“计算 + 存储”的职能转化，智算中心加速落地带动行业规模增速进入上行周期。

According to the report of the open source securities research report, it is pointed out that the downstream prosperity of the optical module is driven to boost the industry's volume increase logic, and the large model is established. The demand for computing power chips is in short supply, which brings significant demand gain for high-end optical modules. According to our calculation, the potential demand for high-speed optical modules caused by shipment from NVIDIA in may reach US$ 100 million, and this potential demand is expected to be further increased to about US$ 100 million in 2000. The expansion of data traffic computing power demand will promote the development of data centers to enter the upward cycle, which will drive the transformation of data centers from cloud services to computing and storage 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

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