中信建投研报指出英伟达推出新一代GB200 NVL72服务器集成化程度全面提升其机柜内部采用高速铜缆进行通信互连。无源DAC作为电通信的主要解决方案其不包含光电转换器模块具有很高的成本效益和运营可靠性成为实现短距离传输的优秀解决方案。

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中信建投研报指出英伟达推出新一代GB200 NVL72服务器集成化程度全面提升其机柜内部采用高速铜缆进行通信互连。无源DAC作为电通信的主要解决方案其不包含光电转换器模块具有很高的成本效益和运营可靠性成为实现短距离传输的优秀解决方案。目前的铜缆已经实现224G以太网Serdes高速通信技术升级短距离性价比突出合理假设下测算英伟达NVL72/36服务器带来的增量铜缆市场空间超过70亿人民币。在AI...

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