Citrini分析师Jukan称，FundaAI最新报告显示，英伟达NVL576无源光共封装技术推动光引擎与光学器件密度近乎翻倍。
据Odaily星球日报报道，无源光共封装技术将单GPU搭载的3.2T光引擎配置量从约2.25提升至约4.0，增幅达78%，预计Rubin Ultra光学引擎需求达约1200万单位。
文中提到，该消息或直接利好光学引擎直接供应商，包括Lumentum、Coherent、POET等。
AI趋势 | 英伟达NVL576密度近翻倍
2026-06-07 06:03:39
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