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 13:06

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According 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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Zhihu Finance APP reports that as the U.S. stock earnings season approaches, the Nasdaq’s record high and Marvell's management raising its performance growth targets have provided positive catalysts for upward profit revisions throughout the global AI optical interconnection industry chain. On October 6, the Nasdaq Composite Index rose by 0.45%, closing at a record high of 27,599.79 points; Marvell (MRVL.US), a leading ASIC and AI data center optical interconnection chip manufacturer, raised its fiscal 2028 revenue target from $18 billion to $20 billion—an increase of approximately 11.1%. Its share price rose by 5.8% on the same day. All these reflect the market’s active expansion expectations for accelerated computing chips in AI data centers, as well as for CPU, HBM/DRAM/NAND memory chips, and optical interconnection components for 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.

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智通财经•2026/10/08 17:21