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Zheshang: NVIDIA (NVDA.US) GB300 is expected to be released around mid-2025. Pay attention to opportunities for related product upgrades.
NVIDIA (NVDA.US) is expected to unveil the GB300 product line at the GTC conference in March 2025, with Semianalysis predicting that the GB300 will be released six months after the launch of the GB200.
Guosheng Securities: The new logic of the IDC Industry under AI development will start from energy consumption destocking.
The rapid development of AI will drive the demand for Datacenters after digesting existing resources, promoting improvements in prices and profitability.
Kaiyuan Securities: CPO is one of the evolutionary directions for AI intelligent computing centers in optical interconnection, currently in the early stage of industrialization, with significant development potential.
The development potential of CPO is considerable, but its commercial implementation still requires industrial collaboration.
Express News | Zhongji Innolight Says Unit Plans to Sell 3.4% Stakes in Joywell Semi for 102.5 Mln Yuan
Guosheng Securities: Pay attention to AIDC Infrastructure and recommend "Four Large and Four Small".
In the future, as the demand for Electrical Utilities in Datacenters gradually increases, power suppliers for Datacenters are expected to benefit from the demand for improved stability of Datacenters.
Zhongji Innolight (300308.SZ): The company has started small batch shipments of the 1.6T optical module.
Gelonghui, December 30th丨Zhongji Innolight (300308.SZ) stated on the investor interaction platform that the company's 1.6T optical module has already been shipped in small batches, and it is expected to gradually scale up in 2025.
102884128 : getting disappointed with this counter. every day drop.