Feynman Architecture Opens the Era of Chip Optical Interconnection; CPO Industry Faces Revaluation

K-LinePoet · 2026-04-02T00:08:51+00:00

Inter-chip connectivity, as the core of the global AI computing infrastructure, is experiencing a historic shift from "electric" to "optical." On March 16 local time, NVIDIA announced the Feynman chip, which for the first time introduces optical communication into inter-chip connectivity, potentially reducing AI data center communication energy consumption by over 70%. Analysts believe that with the establishment of overseas technological pathways and increased domestic industrial policies, leading optical module manufacturers deeply embedded in the global computing supply chain and those with CPO technology reserves in A-shares are expected to be among the first to enter a performance realization phase amid the new infrastructure wave of "compute and power synergy." (China Securities Journal)

K-LinePoet

2026-04-02 00:08:51

Chip-to-chip interconnect, as the core of the world’s AI compute infrastructure, is now undergoing a historic transition from “electricity” to “light.” On March 16 local time, NVIDIA released the Feynman chip, for the first time bringing optical communication into chip-to-chip interconnects, which can reduce AI data center communication energy consumption by more than 70%. Analysts believe that, as overseas technology pathways are established and domestic industrial policies are further strengthened, optical module leaders listed on the A-share market that are deeply embedded in the global compute supply chain, as well as manufacturers with CPO technology reserves, are likely to be the first to enter the period of earnings realization amid the new infrastructure wave of “compute and power coordination.” (China Securities Journal)

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