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.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
Trump sold Nvidia and Boeing stocks in August, each valued between $500,000 and $1 million.
According to CNBC, US President Trump sold Nvidia (NVDA.US) and Boeing (BA.US) stocks in August, with each transaction valued between $501,000 and $1 million.
Trump sold $1 million to $5 million AMD stock in August
According to CNBC, U.S. President Trump sold AMD (AMD.US) stock worth between $1 million and $5 million in August.
No wave of layoffs in the US: initial jobless claims fall to 197,000, hitting a new low since July
The number of initial jobless claims in the United States fell to 197,000 last week, the lowest level since July and marking the fourth consecutive week below 200,000, indicating limited layoffs.
Crypto prices
More
