更多资料力 关注公众号：水木纪要 5 June 2024 I 3:32PM CST GC Tech Optical Transceivers; Assessing potential implications from Al Ethernet networking; Buy Innolight/Eoptolink NVIDIA's recent comments on Ethernet switch and its future roadmap (see covering analyst Toshiya Hari's note on Computex 2024) has raised some investor concerns over whether the adoption of Ethernet in Al networks would negatively impact the GPU-Transceiver attach rate and slow down transceiver upgrade. We reviewed NVIDIAs roadmap and reference designs ...