On August 26th, CICC released a research report stating that with the launch of the new generation Blackwell GPU by NVIDIA, the upgraded NVLink 5.0/NVSwitch 4.0 GPU interconnect technology and the ConnectX-8 InfiniBand SuperNIC network communication capability, as well as the innovative NVL72/NVL36*2 architecture, CICC believes that it is leading the two major industry development trends of bus transmission rate improvement and server architecture upgrade, and is placing higher demands on the underlying hardware of the communication bus, driving demand in terms of connector and cable price and volume.
中金：作为高速连接的桥梁 AI服务器连接器及线缆迎升级
Zhongjin: As a high-speed connector bridge, AI server connectors and cables are upgraded.
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