大叔美股筆記 Uncle Stock Notes

大叔美股筆記 Uncle Stock Notes

為什麼 AI 需要「光」?

他們製造的是讓 Nvidia GPU 能夠彼此溝通的「光收發模組 (Optical Transceivers)」與「核心雷射晶片」。

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大叔美股筆記 Uncle Stock Notes
Mar 02, 2026
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