Nvidia’s latest GPU uses NVLink copper cable full interconnection technology, and copper high-speed connector concept stocks are rising rapidly

Recently, NVIDIA, the world's leading graphics processor (GPU) manufacturer, launched a new generation of products - GB200NVLink Switch and Spine, which has attracted widespread attention in the industry. This series of products innovatively adopts large-scale NVLink full interconnection technology, and uses up to 5,000 NVLink copper cables in the process to achieve efficient, fast, and low-latency communication connections between GPUs.

As a breakthrough high-speed interconnection technology, NVLink uses copper media for data transmission, greatly improving the speed and efficiency of data exchange while effectively reducing energy loss during signal transmission. This is ideal for large data centers and super The computer's operating efficiency and energy efficiency ratio are crucial. In addition, compared with other high-speed connection solutions such as optical modules, copper cables have more advantages in cost control. At the same time, due to their good thermal conductivity, they also help to improve the heat dissipation efficiency of the overall system.

This revolutionary design choice undoubtedly brings huge market demand and development opportunities to the copper cable high-speed connector industry. In the domestic A-share market, many listed companies involved in this field, such as Wall Nuclear Materials, Shenglan Co., Ltd., Jingda Co., Ltd., Zhaolong Interconnect, Dingtong Technology and Kingsignal, have benefited from this good news. News, the stock price showed a positive market reaction and was enthusiastically sought after by investors.

In general, NVIDIA's new GPU adopts high-speed copper cables to achieve technical path adjustments for electrical connections, which not only reflects the future development trend of high-performance computing equipment connection technology, but will also further promote the domestic and even global copper cable high-speed connector industry chain technology. Upgrading and expansion of market scale will provide related companies with broader development space and growth momentum.