Feynman architecture initiates the era of chip photon interconnection, bringing a reevaluation of the value of the CPO industry.

Inter-chip interconnection, as the core of the global AI computing infrastructure, is undergoing a historic transition from "electricity" to "optical". On March 16th local time, NVIDIA released the Feynman chip, which for the first time introduced optical communication into inter-chip interconnection, reducing AI data center communication energy consumption by more than 70%. Analysts believe that with the establishment of overseas technology paths and the intensification of domestic industrial policies, A-share companies deeply embedded in the global computing power supply chain of optical modules and manufacturers with CPO technology reserves are expected to be the first to enter the performance realization period in the "algorithm-electricity synergy" new infrastructure wave.