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AI Data Center Connectivity Battle: Is Copper Withdrawing and Optical Advancing Real? What Changes Are There in Supply Chain Profit Distribution in the CPO Era?

AI Data Center Connectivity Battle: Is Copper Withdrawing and Optical Advancing Real? What Changes Are There in Supply Chain Profit Distribution in the CPO Era?

The long-standing rivalry between copper and optical technologies within AI data centers is reaching a critical turning point, but the narrative of “copper retreats, optics advances” is far from the whole truth. Bernstein’s latest white paper points out that as AI cluster sizes rapidly expand, connectivity capabilities are becoming
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Iran-U.S. negotiations deadlocked: Tehran says Washington insists on "unreasonable demands," both sides’ positions difficult to reconcile

Iran-U.S. negotiations deadlocked: Tehran says Washington insists on "unreasonable demands," both sides’ positions difficult to reconcile

The US-Iran ceasefire negotiations have reached a deep stalemate, with both sides’ positions diverging further. According to a Xinhua News Agency report citing Iranian media on the 11th, Iranian Foreign Ministry spokesperson Esmail Baghaei said that regarding the nuclear issue, related materials, and issues related to enriched uranium, Iran would
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