The wave of generative AI is driving explosive demand for data center GPUs, application-specific integrated circuits (ASICs), CPUs, DPUs, and network chips, with the market expected to exceed $370 billion by 2030. 1. Driven by Generative AI, the data center processor market is expected to reach $372 billion by 2030 The data center processor market … Read more
The entire market trend in February revolved around Deep Seek and humanoid robots reaching new highs, with dual-line promotion. However, due to excessive price increases and regulatory scrutiny, Deep Seek has undergone significant adjustments, primarily because the bottom-fishing funds were too impatient, getting trapped in wave after wave, which instead allowed humanoid robots to progress … Read more
In data centers, pluggable optical transceivers convert electronic bits into photons, transmitting them to various corners of the room and then converting them back into electronic signals, making it a critical technology for controlling massive amounts of data in artificial intelligence. However, this technology consumes a significant amount of power. According to Nvidia, in a … Read more
The main text contains 2604 words, with an estimated reading time of 8 minutes. The pandemic has changed the global business landscape, making scalability and growth objectives crucial parts of enterprise development plans, particularly for data centers. In the model of software-defined data centers, virtualization technology plays one of the most central roles, abstracting physical … Read more
As global energy consumption in data centers continues to rise, finding ways to reduce energy consumption while meeting the increasing demand for computing power has become an urgent issue. Recently, researchers from the University of Waterloo in Canada proposed an innovative solution: by modifying approximately 30 lines of code in the Linux kernel’s network stack, … Read more
Shijia Photonics (SH:688313) primarily produces PLC optical splitter chips, AWG chips, VOA chips and device modules, OSW chips, WDM devices and modules, optical fiber connector jumpers, FP laser chips, DFB laser chips, EML laser chips, indoor optical cables, and polymer materials for cables. The products applied in AI data centers include: 4CH AWG wafer chips … Read more