AI rack upgrades enter the "system efficiency battle"! With the OCP Summit approaching, Jefferies decodes 1.6T scale-up, memory expansion, and high-voltage power supply.
智通财经2026/10/08 13:06According to Zhitong Finance APP, with the upcoming US earnings season, the Nasdaq's record highs and Marvell's management raising its growth target have both served as positive catalysts for upward revisions in profit forecasts throughout the global AI optical interconnect industry chain. On October 6, the Nasdaq Composite Index rose 0.45%, closing at a record high of 27,599.79 points. Marvell (MRVL.US), a leader in ASIC and AI data center optical interconnect chips, raised its fiscal year 2028 revenue target from $18 billion to $20 billion, an increase of approximately 11.1%. The company's stock price rose 5.8% on the day, reflecting the market's strong expectations for expanding demand for accelerated computing chips and CPUs, HBM/DRAM/NAND memory chips, and data center optical interconnect components for AI data centers.
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