Guojin Securities: Large-scale AI clusters drive CPO acceleration, optimistic about industry chain companies

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Mars Finance News, Guojin Securities research report states that the development of AI is driving the expansion of training cluster scale, with inference-side token consumption computing power continuously increasing, leading to higher demands for computing power and network bandwidth. Guojin Securities believes that CPO can effectively help large-scale clusters reduce power consumption, improve interconnection density, and enhance transmission stability at high speeds. Currently, AI development has an urgent demand for CPO, and the supply side of CPO is gradually maturing. CPO is expected to accelerate its penetration, and core supply chain companies of CPO are likely to continue benefiting from the trend of accelerated CPO penetration. It is recommended to focus on core optical device companies, CPO manufacturing companies, and CPO solution providers.

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