The Zhitong Finance App learned that on February 13, A-share CPO concept stocks rose again due to news that high-performance computing and AI clusters are driving the large-scale deployment of CPO programs. As of press release, Tianfu Communications (300394.SZ) surged more than 8% to a record high. Liante Technology (301205.SZ), Guangxun Technology (002281.SZ), Ziguang Co., Ltd. (000938.SZ), Quanxin (300447.SZ), Bochuang Technology (300548.SZ), Zhongji Xuchuang (300S308.SZ)), Xinyisheng ( 300502.SZ) and other stocks led the rise.
According to LightCounting's forecast, according to port count, CPO shipments will increase from 50,000 units in 2023 to 4.5 million units in 2027, mainly 800G and 1.6TCPO.
Industry insiders believe that ultra-high energy consumption under high computing power requirements is the biggest pain point that hampers the commercialization of artificial intelligence. CPO can drastically reduce energy consumption, thereby reducing costs, and is expected to be one of the solutions.
According to the Guolian Securities Research Report, LightCounting raised Nvidia's outlook for CPO (Co-packagedOptics) technology by AI clusters in the report: AI's demand for network speed is more than 10 times the current one. In this context, CPO is expected to reduce the power consumption of existing pluggable optical module architectures by 50%, and the competitive advantage in AI and HPC scenarios is even more obvious.